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 | $355,532 | $157,256+126.1% | $141,162+151.9% | $152,861+132.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.09% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $16,000 | $5,261+204.1% | $4,735+237.9% | $4,762+236.0% |
| Participant deferral / active EE | $24,500 | $7,109+244.6% | $6,709+265.2% | $5,850+318.8% |
| Admin fee / account holder | $1,290 | $12,120-89.4% | $10,261-87.4% | $11,596-88.9% |