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 | $964,180 | $168,632+471.8% | $147,614+553.2% | $125,391+668.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.26% | 77.65%-76.4pp | 61.98%-60.7pp | 282.22%-281.0pp |
| Employer contribution / active EE | $19,331 | $6,252+209.2% | $5,564+247.4% | $4,866+297.3% |
| Participant deferral / active EE | $12,663 | $5,507+129.9% | $4,895+158.7% | $5,352+136.6% |
| Admin fee / account holder | $11,618 | $13,580-14.4% | $11,611+0.1% | $9,540+21.8% |