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 | $310,955 | $144,119+115.8% | $117,854+163.8% | $147,584+110.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.99% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $10,000 | $4,896+104.2% | $3,786+164.1% | $4,876+105.1% |
| Participant deferral / active EE | $9,726 | $5,316+83.0% | $4,482+117.0% | $5,439+78.8% |
| Admin fee / account holder | $1,164 | $10,886-89.3% | $8,020-85.5% | $10,885-89.3% |