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 | $344,577 | $74,888+360.1% | $71,209+383.9% | $142,382+142.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.13% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,483 | $2,854+267.3% | $2,721+285.3% | $4,299+143.8% |
| Participant deferral / active EE | $22,875 | $4,454+413.5% | $4,175+447.9% | $6,507+251.5% |
| Admin fee / account holder | $322 | $5,568-94.2% | $5,349-94.0% | $12,624-97.4% |