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 | $701,088 | $228,332+207.0% | $185,823+277.3% | $158,922+341.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.44% | 40.80%-19.4pp | 35.95%-14.5pp | 302.83%-281.4pp |
| Employer contribution / active EE | $9,419 | $4,967+89.6% | $4,087+130.4% | $4,761+97.8% |
| Participant deferral / active EE | $10,750 | $6,415+67.6% | $5,632+90.9% | $5,982+79.7% |
| Admin fee / account holder | $1,000 | $11,864-91.6% | $9,500-89.5% | $11,246-91.1% |