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 | $466,710 | $133,922+248.5% | $116,228+301.5% | $142,382+227.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.51% | 147.76%-135.3pp | 90.06%-77.5pp | 217.08%-204.6pp |
| Employer contribution / active EE | $24,673 | $3,446+616.1% | $2,994+724.0% | $4,299+473.9% |
| Participant deferral / active EE | $10,333 | $5,672+82.2% | $4,953+108.6% | $6,507+58.8% |
| Admin fee / account holder | $982 | $14,945-93.4% | $11,989-91.8% | $12,624-92.2% |