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 | $949,211 | $176,812+436.8% | $146,665+547.2% | $167,490+466.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.79% | 24.03%-6.2pp | 22.74%-5.0pp | 478.56%-460.8pp |
| Employer contribution / active EE | $11,579 | $5,160+124.4% | $4,136+179.9% | $4,837+139.4% |
| Participant deferral / active EE | $12,617 | $6,440+95.9% | $5,506+129.2% | $6,341+99.0% |
| Admin fee / account holder | $13,465 | $13,259+1.6% | $10,280+31.0% | $12,309+9.4% |