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 | $721,272 | $107,452+571.3% | $91,541+687.9% | $142,382+406.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.53% | 22.06%-5.5pp | 20.50%-4.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $18,208 | $2,994+508.1% | $2,505+627.0% | $4,299+323.5% |
| Participant deferral / active EE | $10,303 | $4,754+116.7% | $4,008+157.1% | $6,507+58.3% |
| Admin fee / account holder | $10,052 | $8,834+13.8% | $6,956+44.5% | $12,624-20.4% |