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 | $746,162 | $175,202+325.9% | $149,673+398.5% | $139,434+435.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.91% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $6,115 | $5,474+11.7% | $4,818+26.9% | $4,751+28.7% |
| Participant deferral / active EE | $8,805 | $6,519+35.1% | $5,680+55.0% | $6,710+31.2% |
| Admin fee / account holder | $31,593 | $16,150+95.6% | $13,210+139.2% | $11,403+177.1% |