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 | $361,345 | $109,982+228.6% | $97,226+271.7% | $145,922+147.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.49% | 242.90%-229.4pp | 75.13%-61.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $19,615 | $3,084+536.1% | $2,729+618.8% | $4,660+321.0% |
| Participant deferral / active EE | $13,903 | $4,676+197.3% | $4,264+226.1% | $6,688+107.9% |
| Admin fee / account holder | $1,933 | $6,221-68.9% | $5,654-65.8% | $13,397-85.6% |