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 | $335,486 | $83,902+299.9% | $167,512+100.3% | $84,808+295.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 18.83% | 91.55%-72.7pp | 1615.79%-1597.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $16,388 | $2,264+623.9% | $3,882+322.2% | $2,631+522.9% |
| Participant deferral / active EE | $23,360 | $4,442+425.8% | $6,405+264.7% | $4,212+454.7% |
| Admin fee / account holder | $16,543 | $7,915+109.0% | $9,769+69.3% | $7,344+125.3% |