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 | $405,156 | $165,984+144.1% | $164,813+145.8% | $145,922+177.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.29% | 100.03%-82.7pp | 69.93%-52.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,855 | $5,273+11.0% | $4,341+34.9% | $4,660+25.7% |
| Participant deferral / active EE | $8,191 | $6,959+17.7% | $6,031+35.8% | $6,688+22.5% |
| Admin fee / account holder | $759 | $16,648-95.4% | $12,690-94.0% | $13,397-94.3% |