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 | $333,295 | $96,635+244.9% | $86,612+284.8% | $139,434+139.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.05% | 106.41%-93.4pp | 591.07%-578.0pp | 372.94%-359.9pp |
| Employer contribution / active EE | $22,395 | $3,263+586.3% | $3,022+640.9% | $4,751+371.4% |
| Participant deferral / active EE | $15,865 | $4,836+228.1% | $4,438+257.5% | $6,710+136.4% |
| Admin fee / account holder | $25,248 | $6,408+294.0% | $5,614+349.7% | $11,403+121.4% |