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 | $622,243 | $117,983+427.4% | $101,794+511.3% | $142,382+337.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.27% | 36.92%-26.6pp | 30.53%-20.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $15,185 | $2,773+447.7% | $2,289+563.4% | $4,299+253.2% |
| Participant deferral / active EE | $9,500 | $4,714+101.5% | $4,084+132.6% | $6,507+46.0% |
| Admin fee / account holder | $358,963 | $10,433+3340.5% | $8,777+3989.8% | $12,624+2743.6% |