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 | $812,546 | $96,635+740.8% | $86,612+838.1% | $139,434+482.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 25.47% | 106.41%-80.9pp | 591.07%-565.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,390 | $3,263-57.4% | $3,022-54.0% | $4,751-70.7% |
| Participant deferral / active EE | $12,442 | $4,836+157.3% | $4,438+180.4% | $6,710+85.4% |
| Admin fee / account holder | $125,679 | $6,408+1861.3% | $5,614+2138.6% | $11,403+1002.2% |