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 | $362,555 | $107,334+237.8% | $92,893+290.3% | $152,861+137.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.18% | 145.58%-127.4pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $23,962 | $4,221+467.7% | $3,653+556.0% | $4,762+403.2% |
| Participant deferral / active EE | $10,973 | $4,845+126.5% | $4,236+159.0% | $5,850+87.6% |
| Admin fee / account holder | $1,221 | $7,079-82.7% | $5,794-78.9% | $11,596-89.5% |