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 | $277,228 | $157,256+76.3% | $141,162+96.4% | $152,861+81.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.11% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $16,800 | $5,261+219.3% | $4,735+254.8% | $4,762+252.8% |
| Participant deferral / active EE | $25,000 | $7,109+251.6% | $6,709+272.6% | $5,850+327.3% |
| Admin fee / account holder | $217,512 | $12,120+1694.6% | $10,261+2019.8% | $11,596+1775.7% |