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 | $487,183 | $127,777+281.3% | $106,548+357.2% | $167,490+190.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.90% | 33.87%-17.0pp | 26.80%-9.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $10,511 | $3,427+206.8% | $2,819+272.9% | $4,837+117.3% |
| Participant deferral / active EE | $6,237 | $5,087+22.6% | $4,398+41.8% | $6,341-1.6% |
| Admin fee / account holder | $9,450 | $11,228-15.8% | $7,407+27.6% | $12,309-23.2% |