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 | $333,324 | $111,724+198.3% | $93,606+256.1% | $145,922+128.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.87% | 202.98%-187.1pp | 133.20%-117.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $8,861 | $3,090+186.8% | $2,420+266.2% | $4,660+90.2% |
| Participant deferral / active EE | $8,833 | $4,912+79.8% | $4,411+100.2% | $6,688+32.1% |
| Admin fee / account holder | $5,781 | $10,250-43.6% | $8,285-30.2% | $13,397-56.8% |