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 | $296,504 | $112,881+162.7% | $90,951+226.0% | $158,922+86.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.73% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $11,429 | $2,893+295.0% | $2,122+438.6% | $4,761+140.0% |
| Participant deferral / active EE | $5,390 | $4,128+30.6% | $3,373+59.8% | $5,982-9.9% |
| Admin fee / account holder | $457 | $8,041-94.3% | $5,959-92.3% | $11,246-95.9% |