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 | $377,631 | $88,751+325.5% | $81,812+361.6% | $145,922+158.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.80% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $23,529 | $3,083+663.1% | $2,912+707.9% | $4,660+405.0% |
| Participant deferral / active EE | $3,118 | $4,643-32.9% | $4,319-27.8% | $6,688-53.4% |
| Admin fee / account holder | $9,305 | $8,415+10.6% | $7,386+26.0% | $13,397-30.5% |