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 5-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 | $825,847 | $158,398+421.4% | $126,539+552.6% | $142,382+480.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.24% | 593.76%-581.5pp | 425.95%-413.7pp | 217.08%-204.8pp |
| Employer contribution / active EE | $28,441 | $4,650+511.6% | $3,674+674.1% | $4,299+561.5% |
| Participant deferral / active EE | $12,833 | $4,767+169.2% | $4,083+214.3% | $6,507+97.2% |
| Admin fee / account holder | $7,634 | $6,918+10.4% | $6,065+25.9% | $12,624-39.5% |