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 | $386,699 | $210,648+83.6% | $177,989+117.3% | $145,922+165.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.03% | 385.86%-373.8pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $26,955 | $4,565+490.5% | $3,949+582.6% | $4,660+478.5% |
| Participant deferral / active EE | $16,013 | $6,958+130.1% | $6,276+155.1% | $6,688+139.4% |
| Admin fee / account holder | $13,841 | $12,013+15.2% | $10,363+33.6% | $13,397+3.3% |