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 | $474,135 | $165,912+185.8% | $122,332+287.6% | $147,584+221.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.45% | 34.55%-21.1pp | 30.27%-16.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $16,878 | $5,754+193.3% | $4,050+316.7% | $4,876+246.1% |
| Participant deferral / active EE | $16,000 | $4,005+299.5% | $3,287+386.8% | $5,439+194.2% |
| Admin fee / account holder | $2,727 | $7,424-63.3% | $5,478-50.2% | $10,885-75.0% |