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 | $334,148 | $96,305+247.0% | $80,569+314.7% | $139,434+139.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.73% | 1350.08%-1330.4pp | 935.43%-915.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $6,887 | $3,262+111.1% | $2,723+152.9% | $4,751+45.0% |
| Participant deferral / active EE | $6,565 | $5,232+25.5% | $4,447+47.6% | $6,710-2.2% |
| Admin fee / account holder | $3,400 | $6,599-48.5% | $5,377-36.8% | $11,403-70.2% |