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 7-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 | $325,560 | $175,202+85.8% | $149,673+117.5% | $139,434+133.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.56% | 166.71%-133.2pp | 134.42%-100.9pp | 372.94%-339.4pp |
| Employer contribution / active EE | $27,500 | $5,474+402.4% | $4,818+470.8% | $4,751+478.9% |
| Participant deferral / active EE | $28,050 | $6,519+330.3% | $5,680+393.8% | $6,710+318.0% |
| Admin fee / account holder | $17,243 | $16,150+6.8% | $13,210+30.5% | $11,403+51.2% |