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 | $337,627 | $102,317+230.0% | $146,958+129.7% | $80,856+317.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.19% | 134.76%-107.6pp | 418.34%-391.1pp | 35.59%-8.4pp |
| Employer contribution / active EE | $14,514 | $3,713+290.9% | $4,933+194.2% | $2,755+426.8% |
| Participant deferral / active EE | $12,674 | $6,644+90.8% | $8,070+57.1% | $4,296+195.0% |
| Admin fee / account holder | $4,527 | $7,941-43.0% | $12,998-65.2% | $6,918-34.6% |