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 | $301,139 | $99,918+201.4% | $81,382+270.0% | $145,922+106.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 34.32%-22.0pp | 24.73%-12.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $15,723 | $2,978+428.0% | $2,463+538.4% | $4,660+237.4% |
| Participant deferral / active EE | $16,721 | $4,605+263.1% | $3,883+330.6% | $6,688+150.0% |
| Admin fee / account holder | $85,245 | $8,212+938.0% | $5,768+1377.8% | $13,397+536.3% |