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 | $270,931 | $74,888+261.8% | $71,209+280.5% | $142,382+90.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.68% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $8,592 | $2,854+201.0% | $2,721+215.8% | $4,299+99.8% |
| Participant deferral / active EE | $15,716 | $4,454+252.8% | $4,175+276.4% | $6,507+141.5% |
| Admin fee / account holder | $6,388 | $5,568+14.7% | $5,349+19.4% | $12,624-49.4% |