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 | $321,176 | $162,781+97.3% | $133,956+139.8% | $158,922+102.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.19% | 41.94%-25.7pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $6,465 | $4,975+29.9% | $3,919+65.0% | $4,761+35.8% |
| Participant deferral / active EE | $17,875 | $5,911+202.4% | $5,048+254.1% | $5,982+198.8% |
| Admin fee / account holder | $2,000 | $11,736-83.0% | $8,927-77.6% | $11,246-82.2% |