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 | $283,123 | $126,574+123.7% | $106,213+166.6% | $145,922+94.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.40% | 224.79%-209.4pp | 116.14%-100.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $7,879 | $3,730+111.2% | $3,171+148.4% | $4,660+69.1% |
| Participant deferral / active EE | $12,215 | $5,724+113.4% | $5,016+143.5% | $6,688+82.6% |
| Admin fee / account holder | $12,583 | $17,304-27.3% | $11,033+14.1% | $13,397-6.1% |