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 | $318,482 | $108,642+193.1% | $74,701+326.3% | $152,861+108.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 10.34% | 114.06%-103.7pp | 752.92%-742.6pp | 345.32%-335.0pp |
| Employer contribution / active EE | $2,750 | $1,503+83.0% | $1,084+153.8% | $4,762-42.3% |
| Participant deferral / active EE | $10,250 | $2,712+277.9% | $1,964+422.0% | $5,850+75.2% |
| Admin fee / account holder | $2,588 | $4,902-47.2% | $3,333-22.3% | $11,596-77.7% |