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 | $324,120 | $109,982+194.7% | $97,226+233.4% | $145,922+122.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.22% | 242.90%-227.7pp | 75.13%-59.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,496 | $3,084+45.8% | $2,729+64.8% | $4,660-3.5% |
| Participant deferral / active EE | $6,044 | $4,676+29.3% | $4,264+41.7% | $6,688-9.6% |
| Admin fee / account holder | $8,508 | $6,221+36.8% | $5,654+50.5% | $13,397-36.5% |