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 | $323,989 | $114,047+184.1% | $96,139+237.0% | $167,490+93.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.69% | 189.88%-174.2pp | 191.94%-176.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $7,828 | $3,427+128.4% | $2,797+179.9% | $4,837+61.8% |
| Participant deferral / active EE | $12,916 | $5,194+148.7% | $4,349+197.0% | $6,341+103.7% |
| Admin fee / account holder | $2,670 | $6,897-61.3% | $5,537-51.8% | $12,309-78.3% |