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 | $400,311 | $150,187+166.5% | $120,354+232.6% | $145,922+174.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.06% | 154.07%-136.0pp | 107.15%-89.1pp | 561.29%-543.2pp |
| Employer contribution / active EE | $21,780 | $4,348+400.9% | $3,463+529.0% | $4,660+367.4% |
| Participant deferral / active EE | $20,578 | $6,173+233.4% | $4,991+312.3% | $6,688+207.7% |
| Admin fee / account holder | $6,582 | $12,207-46.1% | $9,423-30.1% | $13,397-50.9% |