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 | $885,990 | $158,398+459.3% | $126,539+600.2% | $142,382+522.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.39% | 593.76%-582.4pp | 425.95%-414.6pp | 217.08%-205.7pp |
| Employer contribution / active EE | $13,651 | $4,650+193.6% | $3,674+271.5% | $4,299+217.5% |
| Participant deferral / active EE | $10,167 | $4,767+113.3% | $4,083+149.0% | $6,507+56.2% |
| Admin fee / account holder | $469,691 | $6,918+6689.4% | $6,065+7644.9% | $12,624+3620.7% |