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 | $288,405 | $165,984+73.8% | $164,813+75.0% | $145,922+97.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.84% | 100.03%-77.2pp | 69.93%-47.1pp | 561.29%-538.4pp |
| Employer contribution / active EE | $7,979 | $5,273+51.3% | $4,341+83.8% | $4,660+71.2% |
| Participant deferral / active EE | $4,807 | $6,959-30.9% | $6,031-20.3% | $6,688-28.1% |
| Admin fee / account holder | $6,446 | $16,648-61.3% | $12,690-49.2% | $13,397-51.9% |