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 | $731,533 | $102,966+610.5% | $90,281+710.3% | $152,861+378.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.43% | 95.16%-73.7pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,211 | $3,139+257.2% | $2,854+292.8% | $4,762+135.4% |
| Participant deferral / active EE | $17,475 | $4,281+308.2% | $3,885+349.8% | $5,850+198.7% |
| Admin fee / account holder | $667 | $6,171-89.2% | $5,351-87.5% | $11,596-94.3% |