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 6-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 | $345,582 | $99,877+246.0% | $84,966+306.7% | $145,922+136.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 80.50% | 83.76%-3.3pp | 66.38%+14.1pp | 561.29%-480.8pp |
| Employer contribution / active EE | $30,069 | $3,231+830.5% | $2,727+1002.6% | $4,660+545.3% |
| Participant deferral / active EE | $22,244 | $5,291+320.4% | $4,519+392.2% | $6,688+232.6% |
| Admin fee / account holder | $1,908 | $7,248-73.7% | $6,149-69.0% | $13,397-85.8% |