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 | $568,763 | $88,751+540.8% | $81,812+595.2% | $145,922+289.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.97% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $16,869 | $3,083+447.1% | $2,912+479.2% | $4,660+262.0% |
| Participant deferral / active EE | $10,947 | $4,643+135.8% | $4,319+153.5% | $6,688+63.7% |
| Admin fee / account holder | $5,816 | $8,415-30.9% | $7,386-21.3% | $13,397-56.6% |