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 | $278,096 | $102,317+171.8% | $146,958+89.2% | $80,856+243.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.93% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $19,916 | $3,713+436.4% | $4,933+303.7% | $2,755+622.9% |
| Participant deferral / active EE | $12,198 | $6,644+83.6% | $8,070+51.2% | $4,296+184.0% |
| Admin fee / account holder | $2,641 | $7,941-66.7% | $12,998-79.7% | $6,918-61.8% |