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 | $282,010 | $95,561+195.1% | $77,163+265.5% | $139,434+102.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.86% | 54.92%-44.1pp | 37.87%-27.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,621 | $3,147-48.5% | $2,535-36.1% | $4,751-65.9% |
| Participant deferral / active EE | $10,705 | $4,624+131.5% | $3,833+179.3% | $6,710+59.5% |
| Admin fee / account holder | $131,165 | $8,295+1481.3% | $5,472+2297.0% | $11,403+1050.3% |