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 | $364,621 | $111,724+226.4% | $93,606+289.5% | $145,922+149.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.01% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $27,746 | $3,090+798.0% | $2,420+1046.6% | $4,660+495.5% |
| Participant deferral / active EE | $26,354 | $4,912+436.6% | $4,411+497.4% | $6,688+294.1% |
| Admin fee / account holder | $5,080 | $10,250-50.4% | $8,285-38.7% | $13,397-62.1% |