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 | $293,973 | $98,750+197.7% | $149,696+96.4% | $79,858+268.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.11% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $18,847 | $3,216+486.0% | $4,644+305.8% | $2,471+662.8% |
| Participant deferral / active EE | $15,643 | $5,680+175.4% | $6,842+128.6% | $3,740+318.3% |
| Admin fee / account holder | $28,900 | $6,053+377.5% | $9,309+210.5% | $5,306+444.6% |