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 | $292,484 | $115,770+152.6% | $101,248+188.9% | $158,922+84.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.90% | 56.14%-44.2pp | 46.47%-34.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $17,158 | $4,175+311.0% | $3,660+368.9% | $4,761+260.4% |
| Participant deferral / active EE | $8,228 | $4,957+66.0% | $4,370+88.3% | $5,982+37.5% |
| Admin fee / account holder | $41,387 | $7,245+471.3% | $5,945+596.1% | $11,246+268.0% |