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 | $346,502 | $74,888+362.7% | $71,209+386.6% | $142,382+143.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.22% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,353 | $2,854-52.6% | $2,721-50.3% | $4,299-68.5% |
| Participant deferral / active EE | $3,600 | $4,454-19.2% | $4,175-13.8% | $6,507-44.7% |
| Admin fee / account holder | $401,127 | $5,568+7103.7% | $5,349+7399.4% | $12,624+3077.6% |