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 | $404,666 | $102,317+295.5% | $146,958+175.4% | $80,856+400.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.68% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $8,019 | $3,713+116.0% | $4,933+62.6% | $2,755+191.1% |
| Participant deferral / active EE | $6,296 | $6,644-5.2% | $8,070-22.0% | $4,296+46.6% |
| Admin fee / account holder | $9,647 | $7,941+21.5% | $12,998-25.8% | $6,918+39.5% |