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 | $333,914 | $88,751+276.2% | $81,812+308.2% | $145,922+128.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.46% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $13,767 | $3,083+346.5% | $2,912+372.7% | $4,660+195.4% |
| Participant deferral / active EE | $6,978 | $4,643+50.3% | $4,319+61.6% | $6,688+4.3% |
| Admin fee / account holder | $2,751 | $8,415-67.3% | $7,386-62.8% | $13,397-79.5% |