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 | $407,553 | $111,724+264.8% | $93,606+335.4% | $145,922+179.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.56% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $5,836 | $3,090+88.9% | $2,420+141.2% | $4,660+25.3% |
| Participant deferral / active EE | $12,094 | $4,912+146.2% | $4,411+174.2% | $6,688+80.8% |
| Admin fee / account holder | $7,328 | $10,250-28.5% | $8,285-11.6% | $13,397-45.3% |