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 | $253,340 | $109,327+131.7% | $89,391+183.4% | $158,922+59.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.47% | 345.68%-335.2pp | 245.62%-235.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $8,931 | $3,170+181.8% | $2,586+245.4% | $4,761+87.6% |
| Participant deferral / active EE | $5,699 | $4,598+23.9% | $3,890+46.5% | $5,982-4.7% |
| Admin fee / account holder | $228,898 | $6,153+3620.1% | $4,881+4589.2% | $11,246+1935.4% |