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 | $416,436 | $152,587+172.9% | $125,175+232.7% | $152,861+172.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.82% | 54.84%-34.0pp | 43.79%-23.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $13,653 | $4,946+176.0% | $3,865+253.2% | $4,762+186.7% |
| Participant deferral / active EE | $3,818 | $5,868-34.9% | $4,937-22.7% | $5,850-34.7% |
| Admin fee / account holder | $40,321 | $13,434+200.1% | $9,702+315.6% | $11,596+247.7% |