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 | $771,316 | $157,256+390.5% | $141,162+446.4% | $152,861+404.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.72% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $27,450 | $5,261+421.8% | $4,735+479.7% | $4,762+476.4% |
| Participant deferral / active EE | $20,669 | $7,109+190.7% | $6,709+208.1% | $5,850+253.3% |
| Admin fee / account holder | $2,956 | $12,120-75.6% | $10,261-71.2% | $11,596-74.5% |