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 5-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 | $384,853 | $83,902+358.7% | $167,512+129.7% | $84,808+353.8% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.1%-5.1pp | 68.3%+3.7pp |
| Annual return | 16.94% | 91.55%-74.6pp | 1615.79%-1598.8pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,547 | $2,264+145.0% | $3,882+42.9% | $2,631+110.8% |
| Participant deferral / active EE | $14,376 | $4,442+223.6% | $6,405+124.5% | $4,212+241.3% |
| Admin fee / account holder | $25,317 | $7,915+219.9% | $9,769+159.2% | $7,344+244.7% |