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 | $288,552 | $152,587+89.1% | $125,175+130.5% | $152,861+88.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.96% | 54.84%-30.9pp | 43.79%-19.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $13,430 | $4,946+171.5% | $3,865+247.4% | $4,762+182.0% |
| Participant deferral / active EE | $10,237 | $5,868+74.5% | $4,937+107.4% | $5,850+75.0% |
| Admin fee / account holder | $1,776 | $13,434-86.8% | $9,702-81.7% | $11,596-84.7% |