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 | $533,691 | $161,701+230.0% | - | $142,382+274.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 9.00% | 549.36%-540.4pp | - | 217.08%-208.1pp |
| Employer contribution / active EE | $17,083 | $4,438+284.9% | - | $4,299+297.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | - | $6,507-100.0% |
| Admin fee / account holder | $21,678 | $9,598+125.9% | - | $12,624+71.7% |