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 9-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 | $370,877 | $99,877+271.3% | $84,966+336.5% | $145,922+154.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.56% | 83.76%-63.2pp | 66.38%-45.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $8,805 | $3,231+172.5% | $2,727+222.9% | $4,660+89.0% |
| Participant deferral / active EE | $28,519 | $5,291+439.0% | $4,519+531.0% | $6,688+326.4% |
| Admin fee / account holder | $105,243 | $7,248+1352.1% | $6,149+1611.6% | $13,397+685.6% |