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 | $649,214 | $99,918+549.7% | $81,382+697.7% | $145,922+344.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 34.32%-22.2pp | 24.73%-12.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $13,879 | $2,978+366.1% | $2,463+463.5% | $4,660+197.9% |
| Participant deferral / active EE | $16,557 | $4,605+259.5% | $3,883+326.4% | $6,688+147.6% |
| Admin fee / account holder | $25,320 | $8,212+208.3% | $5,768+338.9% | $13,397+89.0% |