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 | $350,698 | $165,984+111.3% | $164,813+112.8% | $145,922+140.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.05% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $14,073 | $5,273+166.9% | $4,341+224.2% | $4,660+202.0% |
| Participant deferral / active EE | $9,708 | $6,959+39.5% | $6,031+61.0% | $6,688+45.2% |
| Admin fee / account holder | $4,770 | $16,648-71.3% | $12,690-62.4% | $13,397-64.4% |