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 | $358,814 | $183,519+95.5% | $155,509+130.7% | $145,922+145.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.24% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $9,614 | $5,313+81.0% | $4,672+105.7% | $4,660+106.3% |
| Participant deferral / active EE | $15,768 | $6,462+144.0% | $5,626+180.3% | $6,688+135.8% |
| Admin fee / account holder | $15,582 | $19,313-19.3% | $15,912-2.1% | $13,397+16.3% |