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 | $295,830 | $106,890+176.8% | $84,015+252.1% | $152,861+93.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 9.25% | 104.99%-95.7pp | 71.31%-62.1pp | 345.32%-336.1pp |
| Employer contribution / active EE | $21,091 | $2,734+671.4% | $1,983+963.4% | $4,762+342.9% |
| Participant deferral / active EE | $11,459 | $4,011+185.7% | $3,239+253.8% | $5,850+95.9% |
| Admin fee / account holder | $35,434 | $8,285+327.7% | $6,101+480.8% | $11,596+205.6% |