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 | $744,121 | $107,452+592.5% | $91,541+712.9% | $142,382+422.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.15% | 22.06%-8.9pp | 20.50%-7.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $13,814 | $2,994+361.4% | $2,505+451.5% | $4,299+221.3% |
| Participant deferral / active EE | $16,263 | $4,754+242.1% | $4,008+305.8% | $6,507+149.9% |
| Admin fee / account holder | $20,610 | $8,834+133.3% | $6,956+196.3% | $12,624+63.3% |