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 | $836,285 | $112,096+646.0% | $95,952+771.6% | $158,922+426.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.65% | 171.09%-164.4pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $21,171 | $3,198+562.0% | $2,541+733.2% | $4,761+344.7% |
| Participant deferral / active EE | $11,967 | $4,784+150.1% | $4,167+187.2% | $5,982+100.0% |
| Admin fee / account holder | $27,651 | $10,130+173.0% | $6,795+306.9% | $11,246+145.9% |