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 | $360,094 | $183,519+96.2% | $155,509+131.6% | $145,922+146.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $13,306 | $5,313+150.5% | $4,672+184.8% | $4,660+185.6% |
| Participant deferral / active EE | $5,223 | $6,462-19.2% | $5,626-7.2% | $6,688-21.9% |
| Admin fee / account holder | $4,667 | $19,313-75.8% | $15,912-70.7% | $13,397-65.2% |