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 7-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 | $324,520 | $210,648+54.1% | $177,989+82.3% | $145,922+122.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.67% | 385.86%-376.2pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,517 | $4,565-22.9% | $3,949-10.9% | $4,660-24.5% |
| Participant deferral / active EE | $22,500 | $6,958+223.4% | $6,276+258.5% | $6,688+236.4% |
| Admin fee / account holder | $7,060 | $12,013-41.2% | $10,363-31.9% | $13,397-47.3% |