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 | $320,877 | $126,574+153.5% | $106,213+202.1% | $145,922+119.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.09% | 224.79%-214.7pp | 116.14%-106.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $15,922 | $3,730+326.8% | $3,171+402.0% | $4,660+241.7% |
| Participant deferral / active EE | $13,660 | $5,724+138.7% | $5,016+172.3% | $6,688+104.3% |
| Admin fee / account holder | $591 | $17,304-96.6% | $11,033-94.6% | $13,397-95.6% |