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 | $601,159 | $165,984+262.2% | $164,813+264.8% | $145,922+312.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 42.09% | 100.03%-57.9pp | 69.93%-27.8pp | 561.29%-519.2pp |
| Employer contribution / active EE | $9,389 | $5,273+78.1% | $4,341+116.3% | $4,660+101.5% |
| Participant deferral / active EE | $10,791 | $6,959+55.1% | $6,031+78.9% | $6,688+61.4% |
| Admin fee / account holder | $13,015 | $16,648-21.8% | $12,690+2.6% | $13,397-2.8% |