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 | $314,290 | $70,606+345.1% | $53,898+483.1% | $142,382+120.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.58% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,254 | $1,202+669.9% | $932+892.9% | $4,299+115.3% |
| Participant deferral / active EE | $13,594 | $2,364+475.0% | $1,826+644.3% | $6,507+108.9% |
| Admin fee / account holder | $23,956 | $2,852+740.1% | $2,491+861.8% | $12,624+89.8% |