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 | $279,950 | $150,187+86.4% | $120,354+132.6% | $145,922+91.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.75% | 154.07%-139.3pp | 107.15%-92.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,992 | $4,348+14.8% | $3,463+44.2% | $4,660+7.1% |
| Participant deferral / active EE | $3,328 | $6,173-46.1% | $4,991-33.3% | $6,688-50.2% |
| Admin fee / account holder | $2,370 | $12,207-80.6% | $9,423-74.8% | $13,397-82.3% |