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 7-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 | $371,498 | $155,788+138.5% | $124,672+198.0% | $167,490+121.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.83% | 17.97%-1.1pp | 5142.93%-5126.1pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4,140 | $4,163-0.6% | $3,324+24.6% | $4,837-14.4% |
| Participant deferral / active EE | $105,680 | $5,673+1762.7% | $4,614+2190.2% | $6,341+1566.5% |
| Admin fee / account holder | $55,295 | $9,531+480.2% | $7,493+638.0% | $12,309+349.2% |