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 | $388,391 | $158,398+145.2% | $126,539+206.9% | $142,382+172.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.92% | 593.76%-581.8pp | 425.95%-414.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $16,603 | $4,650+257.1% | $3,674+351.9% | $4,299+286.2% |
| Participant deferral / active EE | $8,943 | $4,767+87.6% | $4,083+119.0% | $6,507+37.4% |
| Admin fee / account holder | $151,493 | $6,918+2089.8% | $6,065+2398.0% | $12,624+1100.1% |