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 | $326,193 | $183,519+77.7% | $155,509+109.8% | $145,922+123.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.38% | 61.17%-19.8pp | 64.67%-23.3pp | 561.29%-519.9pp |
| Employer contribution / active EE | $23,953 | $5,313+350.9% | $4,672+412.6% | $4,660+414.1% |
| Participant deferral / active EE | $12,483 | $6,462+93.2% | $5,626+121.9% | $6,688+86.7% |
| Admin fee / account holder | $1,310 | $19,313-93.2% | $15,912-91.8% | $13,397-90.2% |