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 | $283,405 | $96,635+193.3% | $86,612+227.2% | $139,434+103.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.37% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $13,144 | $3,263+302.8% | $3,022+334.9% | $4,751+176.7% |
| Participant deferral / active EE | $6,739 | $4,836+39.4% | $4,438+51.9% | $6,710+0.4% |
| Admin fee / account holder | $9,395 | $6,408+46.6% | $5,614+67.3% | $11,403-17.6% |