See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,250 | $102,966+269.3% | $90,281+321.2% | $152,861+148.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.09% | 95.16%-71.1pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,054 | $3,139+61.0% | $2,854+77.1% | $4,762+6.1% |
| Participant deferral / active EE | $6,326 | $4,281+47.8% | $3,885+62.8% | $5,850+8.1% |
| Admin fee / account holder | $10,765 | $6,171+74.5% | $5,351+101.2% | $11,596-7.2% |