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 | $637,822 | $127,386+400.7% | $115,037+454.5% | $125,391+408.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.33% | 31.28%-31.0pp | 26.14%-25.8pp | 282.22%-281.9pp |
| Employer contribution / active EE | $13,941 | $5,166+169.9% | $4,608+202.6% | $4,866+186.5% |
| Participant deferral / active EE | $14,447 | $6,423+124.9% | $6,026+139.7% | $5,352+170.0% |
| Admin fee / account holder | $61,331 | $9,516+544.5% | $8,175+650.2% | $9,540+542.8% |