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 | $460,921 | $90,348+410.2% | $75,972+506.7% | $145,922+215.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.68% | 620.88%-609.2pp | 359.55%-347.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,250 | $3,311+28.4% | $2,685+58.3% | $4,660-8.8% |
| Participant deferral / active EE | $19,750 | $5,162+282.6% | $4,255+364.1% | $6,688+195.3% |
| Admin fee / account holder | $5,678 | $8,467-32.9% | $6,467-12.2% | $13,397-57.6% |