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 | $310,137 | $88,751+249.4% | $81,812+279.1% | $145,922+112.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.73% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,007 | $3,083+62.4% | $2,912+71.9% | $4,660+7.5% |
| Participant deferral / active EE | $6,033 | $4,643+29.9% | $4,319+39.7% | $6,688-9.8% |
| Admin fee / account holder | $22,155 | $8,415+163.3% | $7,386+200.0% | $13,397+65.4% |