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 | $468,481 | $105,998+342.0% | $92,233+407.9% | $147,584+217.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.83% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,751 | $4,333-36.5% | $3,679-25.2% | $4,876-43.6% |
| Participant deferral / active EE | $9,786 | $4,478+118.6% | $3,897+151.1% | $5,439+79.9% |
| Admin fee / account holder | $15,030 | $6,332+137.4% | $5,194+189.4% | $10,885+38.1% |