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 | $962,733 | $175,202+449.5% | $149,673+543.2% | $139,434+590.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.20% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $19,124 | $5,474+249.3% | $4,818+296.9% | $4,751+302.5% |
| Participant deferral / active EE | $23,020 | $6,519+253.1% | $5,680+305.3% | $6,710+243.1% |
| Admin fee / account holder | $190,733 | $16,150+1081.0% | $13,210+1343.9% | $11,403+1572.7% |