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 | $449,667 | $133,922+235.8% | $116,228+286.9% | $142,382+215.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.94% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $15,729 | $3,446+356.5% | $2,994+425.3% | $4,299+265.9% |
| Participant deferral / active EE | $18,238 | $5,672+221.5% | $4,953+268.2% | $6,507+180.3% |
| Admin fee / account holder | $481 | $14,945-96.8% | $11,989-96.0% | $12,624-96.2% |