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 | $450,005 | $210,648+113.6% | $177,989+152.8% | $145,922+208.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.41% | 385.86%-370.4pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $14,394 | $4,565+215.4% | $3,949+264.5% | $4,660+208.9% |
| Participant deferral / active EE | $18,821 | $6,958+170.5% | $6,276+199.9% | $6,688+181.4% |
| Admin fee / account holder | $3,002 | $12,013-75.0% | $10,363-71.0% | $13,397-77.6% |