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 | $353,717 | $88,751+298.5% | $81,812+332.4% | $145,922+142.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $12,471 | $3,083+304.5% | $2,912+328.2% | $4,660+167.6% |
| Participant deferral / active EE | $14,840 | $4,643+219.6% | $4,319+243.6% | $6,688+121.9% |
| Admin fee / account holder | $23,759 | $8,415+182.3% | $7,386+221.7% | $13,397+77.3% |