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 | $457,618 | $99,877+358.2% | $84,966+438.6% | $145,922+213.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.48% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,294 | $3,231+1.9% | $2,727+20.8% | $4,660-29.3% |
| Participant deferral / active EE | $29,400 | $5,291+455.7% | $4,519+550.5% | $6,688+339.6% |
| Admin fee / account holder | $391,510 | $7,248+5301.8% | $6,149+6267.3% | $13,397+2822.4% |