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 | $324,201 | $152,651+112.4% | $105,218+208.1% | $125,391+158.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.2%+22.8pp | 83.2%+16.8pp |
| Annual return | 62.07% | 8.24%+53.8pp | 5.33%+56.7pp | 282.22%-220.2pp |
| Employer contribution / active EE | $18,482 | $4,802+284.9% | $3,255+467.8% | $4,866+279.8% |
| Participant deferral / active EE | $14,313 | $6,660+114.9% | $4,867+194.1% | $5,352+167.4% |
| Admin fee / account holder | $2,485 | $14,248-82.6% | $6,992-64.5% | $9,540-74.0% |