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 | $633,156 | $111,754+466.6% | $103,333+512.7% | $145,922+333.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.69% | 24.77%-5.1pp | 24.88%-5.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $13,919 | $4,212+230.4% | $3,868+259.9% | $4,660+198.7% |
| Participant deferral / active EE | $9,955 | $5,619+77.2% | $5,057+96.8% | $6,688+48.9% |
| Admin fee / account holder | $167,416 | $9,750+1617.0% | $8,355+1903.9% | $13,397+1149.7% |