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 | $634,376 | $175,202+262.1% | $149,673+323.8% | $139,434+355.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.04% | 166.71%-137.7pp | 134.42%-105.4pp | 372.94%-343.9pp |
| Employer contribution / active EE | $14,625 | $5,474+167.2% | $4,818+203.6% | $4,751+207.8% |
| Participant deferral / active EE | $10,313 | $6,519+58.2% | $5,680+81.6% | $6,710+53.7% |
| Admin fee / account holder | $12,203 | $16,150-24.4% | $13,210-7.6% | $11,403+7.0% |