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 | $307,975 | $127,386+141.8% | $115,037+167.7% | $125,391+145.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.52% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $25,000 | $5,166+383.9% | $4,608+442.6% | $4,866+413.8% |
| Participant deferral / active EE | $18,325 | $6,423+185.3% | $6,026+204.1% | $5,352+242.4% |
| Admin fee / account holder | $5,135 | $9,516-46.0% | $8,175-37.2% | $9,540-46.2% |