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 | $515,597 | $183,519+180.9% | $155,509+231.6% | $145,922+253.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.50% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $17,494 | $5,313+229.3% | $4,672+274.4% | $4,660+275.4% |
| Participant deferral / active EE | $8,600 | $6,462+33.1% | $5,626+52.9% | $6,688+28.6% |
| Admin fee / account holder | $15,683 | $19,313-18.8% | $15,912-1.4% | $13,397+17.1% |