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 | $342,718 | $168,632+103.2% | $147,614+132.2% | $125,391+173.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.75% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $26,250 | $6,252+319.8% | $5,564+371.7% | $4,866+439.5% |
| Participant deferral / active EE | $17,250 | $5,507+213.2% | $4,895+252.4% | $5,352+222.3% |
| Admin fee / account holder | $184,237 | $13,580+1256.7% | $11,611+1486.7% | $9,540+1831.1% |