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 | $294,719 | $135,635+117.3% | $110,238+167.3% | $135,375+117.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.58% | 513.19%-501.6pp | 314.74%-303.2pp | 519.73%-508.2pp |
| Employer contribution / active EE | $18,484 | $4,906+276.7% | $3,826+383.1% | $4,779+286.8% |
| Participant deferral / active EE | $5,142 | $5,506-6.6% | $4,672+10.1% | $5,609-8.3% |
| Admin fee / account holder | $34,345 | $11,457+199.8% | $8,547+301.8% | $10,827+217.2% |