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 | $257,504 | $83,902+206.9% | $167,512+53.7% | $84,808+203.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 13.45% | 91.55%-78.1pp | 1615.79%-1602.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,966 | $2,264+163.6% | $3,882+53.7% | $2,631+126.8% |
| Participant deferral / active EE | $13,101 | $4,442+194.9% | $6,405+104.6% | $4,212+211.1% |
| Admin fee / account holder | $75,406 | $7,915+852.7% | $9,769+671.9% | $7,344+926.8% |