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 | $341,519 | $106,890+219.5% | $84,015+306.5% | $152,861+123.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.36% | 104.99%-82.6pp | 71.31%-48.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $16,314 | $2,734+496.7% | $1,983+722.5% | $4,762+242.6% |
| Participant deferral / active EE | $8,850 | $4,011+120.6% | $3,239+173.3% | $5,850+51.3% |
| Admin fee / account holder | $351 | $8,285-95.8% | $6,101-94.3% | $11,596-97.0% |