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 | $411,726 | $102,317+302.4% | $146,958+180.2% | $80,856+409.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.87% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,296 | $3,713+15.7% | $4,933-12.9% | $2,755+56.0% |
| Participant deferral / active EE | $10,336 | $6,644+55.6% | $8,070+28.1% | $4,296+140.6% |
| Admin fee / account holder | $4,282 | $7,941-46.1% | $12,998-67.1% | $6,918-38.1% |