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 | $315,478 | $106,890+195.1% | $84,015+275.5% | $152,861+106.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.40% | 104.99%-81.6pp | 71.31%-47.9pp | 345.32%-321.9pp |
| Employer contribution / active EE | $21,383 | $2,734+682.1% | $1,983+978.1% | $4,762+349.0% |
| Participant deferral / active EE | $10,821 | $4,011+169.8% | $3,239+234.1% | $5,850+85.0% |
| Admin fee / account holder | $6,939 | $8,285-16.2% | $6,101+13.7% | $11,596-40.2% |