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 | $383,257 | $83,902+356.8% | $167,512+128.8% | $84,808+351.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 18.21% | 91.55%-73.3pp | 1615.79%-1597.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $15,192 | $2,264+571.1% | $3,882+291.4% | $2,631+477.4% |
| Participant deferral / active EE | $10,784 | $4,442+142.8% | $6,405+68.4% | $4,212+156.1% |
| Admin fee / account holder | $90,274 | $7,915+1040.5% | $9,769+824.1% | $7,344+1129.3% |