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 | $583,962 | $148,534+293.1% | $135,903+329.7% | $139,434+318.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.98% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $32,250 | $5,243+515.1% | $4,856+564.1% | $4,751+578.8% |
| Participant deferral / active EE | $22,244 | $8,100+174.6% | $7,758+186.7% | $6,710+231.5% |
| Admin fee / account holder | $53,443 | $12,400+331.0% | $10,762+396.6% | $11,403+368.7% |