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 | $301,453 | $150,187+100.7% | $120,354+150.5% | $145,922+106.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 23.58% | 154.07%-130.5pp | 107.15%-83.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,287 | $4,348-24.4% | $3,463-5.1% | $4,660-29.5% |
| Participant deferral / active EE | $10,378 | $6,173+68.1% | $4,991+107.9% | $6,688+55.2% |
| Admin fee / account holder | $28,022 | $12,207+129.6% | $9,423+197.4% | $13,397+109.2% |