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 | $393,537 | $108,919+261.3% | $100,391+292.0% | $145,922+169.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.90% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,245 | $4,419-26.6% | $3,942-17.7% | $4,660-30.4% |
| Participant deferral / active EE | $28,000 | $8,445+231.6% | $8,082+246.5% | $6,688+318.7% |
| Admin fee / account holder | $99,966 | $9,689+931.8% | $7,899+1165.5% | $13,397+646.2% |