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 | $769,254 | $110,809+594.2% | $86,874+785.5% | $167,490+359.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.70% | 116.98%-99.3pp | 63.52%-45.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $5,000 | $3,244+54.1% | $2,495+100.4% | $4,837+3.4% |
| Participant deferral / active EE | $10,566 | $4,546+132.4% | $3,699+185.6% | $6,341+66.6% |
| Admin fee / account holder | $3,141 | $8,415-62.7% | $5,828-46.1% | $12,309-74.5% |