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 | $275,642 | $96,635+185.2% | $86,612+218.2% | $139,434+97.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.71% | 106.41%-85.7pp | 591.07%-570.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $9,337 | $3,263+186.1% | $3,022+208.9% | $4,751+96.5% |
| Participant deferral / active EE | $4,345 | $4,836-10.2% | $4,438-2.1% | $6,710-35.3% |
| Admin fee / account holder | $11,687 | $6,408+82.4% | $5,614+108.2% | $11,403+2.5% |