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 | $310,740 | $110,809+180.4% | $86,874+257.7% | $167,490+85.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.59% | 116.98%-99.4pp | 63.52%-45.9pp | 478.56%-461.0pp |
| Employer contribution / active EE | $7,429 | $3,244+129.0% | $2,495+197.7% | $4,837+53.6% |
| Participant deferral / active EE | $11,038 | $4,546+142.8% | $3,699+198.4% | $6,341+74.1% |
| Admin fee / account holder | $30,064 | $8,415+257.3% | $5,828+415.8% | $12,309+144.2% |