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 | $326,083 | $150,187+117.1% | $120,354+170.9% | $145,922+123.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.79% | 154.07%-137.3pp | 107.15%-90.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $8,362 | $4,348+92.3% | $3,463+141.5% | $4,660+79.5% |
| Participant deferral / active EE | $14,574 | $6,173+136.1% | $4,991+192.0% | $6,688+117.9% |
| Admin fee / account holder | $7,352 | $12,207-39.8% | $9,423-22.0% | $13,397-45.1% |