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 | $325,592 | $105,998+207.2% | $92,233+253.0% | $147,584+120.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.10% | 50.05%-38.9pp | 176.28%-165.2pp | 578.55%-567.4pp |
| Employer contribution / active EE | $10,761 | $4,333+148.3% | $3,679+192.5% | $4,876+120.7% |
| Participant deferral / active EE | $12,475 | $4,478+178.6% | $3,897+220.1% | $5,439+129.4% |
| Admin fee / account holder | $18,660 | $6,332+194.7% | $5,194+259.3% | $10,885+71.4% |