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 | $250,109 | $114,381+118.7% | $107,525+132.6% | $142,382+75.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.23% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $33,342 | $4,015+730.5% | $3,754+788.3% | $4,299+675.6% |
| Participant deferral / active EE | $15,080 | $5,564+171.0% | $5,116+194.8% | $6,507+131.7% |
| Admin fee / account holder | $35,357 | $9,860+258.6% | $8,919+296.4% | $12,624+180.1% |