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 | $280,727 | $150,187+86.9% | $120,354+133.3% | $145,922+92.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.74% | 154.07%-139.3pp | 107.15%-92.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,458 | $4,348-20.5% | $3,463-0.1% | $4,660-25.8% |
| Participant deferral / active EE | $30,200 | $6,173+389.2% | $4,991+505.1% | $6,688+351.6% |
| Admin fee / account holder | $17,628 | $12,207+44.4% | $9,423+87.1% | $13,397+31.6% |