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 | $540,835 | $158,398+241.4% | $126,539+327.4% | $142,382+279.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.39% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $34,344 | $4,650+638.6% | $3,674+834.8% | $4,299+698.9% |
| Participant deferral / active EE | $4,125 | $4,767-13.5% | $4,083+1.0% | $6,507-36.6% |
| Admin fee / account holder | $3,438 | $6,918-50.3% | $6,065-43.3% | $12,624-72.8% |