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 | $398,702 | $109,982+262.5% | $97,226+310.1% | $145,922+173.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.14% | 242.90%-232.8pp | 75.13%-65.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $18,506 | $3,084+500.1% | $2,729+578.2% | $4,660+297.2% |
| Participant deferral / active EE | $12,000 | $4,676+156.6% | $4,264+181.4% | $6,688+79.4% |
| Admin fee / account holder | $1,094 | $6,221-82.4% | $5,654-80.6% | $13,397-91.8% |