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 | $741,053 | $183,519+303.8% | $155,509+376.5% | $145,922+407.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $12,445 | $5,313+134.3% | $4,672+166.4% | $4,660+167.1% |
| Participant deferral / active EE | $8,995 | $6,462+39.2% | $5,626+59.9% | $6,688+34.5% |
| Admin fee / account holder | $10,282 | $19,313-46.8% | $15,912-35.4% | $13,397-23.3% |