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 | $275,594 | $107,334+156.8% | $92,893+196.7% | $152,861+80.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.78% | 145.58%-121.8pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $9,966 | $4,221+136.1% | $3,653+172.8% | $4,762+109.3% |
| Participant deferral / active EE | $6,410 | $4,845+32.3% | $4,236+51.3% | $5,850+9.6% |
| Admin fee / account holder | $705 | $7,079-90.0% | $5,794-87.8% | $11,596-93.9% |