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 | $353,721 | $70,587+401.1% | $124,672+183.7% | $85,850+312.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.86% | 20688.83%-20675.0pp | 5142.93%-5129.1pp | 318.53%-304.7pp |
| Employer contribution / active EE | $6,614 | $1,913+245.6% | $3,324+99.0% | $2,565+157.8% |
| Participant deferral / active EE | $7,186 | $2,969+142.1% | $4,614+55.7% | $3,952+81.8% |
| Admin fee / account holder | $2,370 | $5,282-55.1% | $7,493-68.4% | $6,260-62.1% |