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 | $525,329 | $78,672+567.7% | $109,143+381.3% | $85,850+511.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.67% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $8,310 | $2,735+203.9% | $3,722+123.3% | $2,565+224.0% |
| Participant deferral / active EE | $16,622 | $3,467+379.4% | $4,653+257.2% | $3,952+320.6% |
| Admin fee / account holder | $31,090 | $5,469+468.4% | $6,752+360.4% | $6,260+396.6% |