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 | $292,893 | $74,888+291.1% | $71,209+311.3% | $142,382+105.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.23% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,865 | $2,854+175.5% | $2,721+189.0% | $4,299+82.9% |
| Participant deferral / active EE | $11,730 | $4,454+163.3% | $4,175+180.9% | $6,507+80.3% |
| Admin fee / account holder | $9,182 | $5,568+64.9% | $5,349+71.7% | $12,624-27.3% |