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 | $746,052 | $158,398+371.0% | $126,539+489.6% | $142,382+424.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.23% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,091 | $4,650-55.0% | $3,674-43.1% | $4,299-51.4% |
| Participant deferral / active EE | $1,600 | $4,767-66.4% | $4,083-60.8% | $6,507-75.4% |
| Admin fee / account holder | $22,994 | $6,918+232.4% | $6,065+279.2% | $12,624+82.1% |