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 | $327,242 | $102,604+218.9% | $86,188+279.7% | $139,434+134.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.58% | 1922.51%-1903.9pp | 1168.45%-1149.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,697 | $3,032-44.0% | $2,380-28.7% | $4,751-64.3% |
| Participant deferral / active EE | $2,192 | $4,676-53.1% | $3,985-45.0% | $6,710-67.3% |
| Admin fee / account holder | $9,655 | $8,657+11.5% | $6,852+40.9% | $11,403-15.3% |