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 9-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 | $279,830 | $102,317+173.5% | $146,958+90.4% | $80,856+246.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 30.31% | 134.76%-104.5pp | 418.34%-388.0pp | 35.59%-5.3pp |
| Employer contribution / active EE | $12,262 | $3,713+230.2% | $4,933+148.6% | $2,755+345.1% |
| Participant deferral / active EE | $9,518 | $6,644+43.3% | $8,070+17.9% | $4,296+121.6% |
| Admin fee / account holder | $4,689 | $7,941-41.0% | $12,998-63.9% | $6,918-32.2% |