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 | $345,952 | $102,317+238.1% | $146,958+135.4% | $80,856+327.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.07% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $14,954 | $3,713+302.7% | $4,933+203.2% | $2,755+442.8% |
| Participant deferral / active EE | $5,532 | $6,644-16.7% | $8,070-31.5% | $4,296+28.8% |
| Admin fee / account holder | $8,389 | $7,941+5.6% | $12,998-35.5% | $6,918+21.3% |