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 | $736,355 | $183,519+301.2% | $155,509+373.5% | $145,922+404.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.59% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $6,987 | $5,313+31.5% | $4,672+49.5% | $4,660+49.9% |
| Participant deferral / active EE | $11,222 | $6,462+73.6% | $5,626+99.5% | $6,688+67.8% |
| Admin fee / account holder | $17,898 | $19,313-7.3% | $15,912+12.5% | $13,397+33.6% |