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 | $321,345 | $111,724+187.6% | $93,606+243.3% | $145,922+120.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.04% | 202.98%-189.9pp | 133.20%-120.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $6,904 | $3,090+123.5% | $2,420+185.3% | $4,660+48.2% |
| Participant deferral / active EE | $10,400 | $4,912+111.7% | $4,411+135.8% | $6,688+55.5% |
| Admin fee / account holder | $54,612 | $10,250+432.8% | $8,285+559.2% | $13,397+307.6% |