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 | $350,285 | $165,984+111.0% | $164,813+112.5% | $145,922+140.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.14% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $21,400 | $5,273+305.9% | $4,341+393.0% | $4,660+359.3% |
| Participant deferral / active EE | $10,818 | $6,959+55.5% | $6,031+79.4% | $6,688+61.8% |
| Admin fee / account holder | $7,042 | $16,648-57.7% | $12,690-44.5% | $13,397-47.4% |