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 | $599,622 | $102,616+484.3% | $81,983+631.4% | $158,922+277.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 14.05% | 61.04%-47.0pp | 41.31%-27.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $10,317 | $3,240+218.4% | $2,498+313.0% | $4,761+116.7% |
| Participant deferral / active EE | $10,160 | $4,648+118.6% | $3,722+173.0% | $5,982+69.8% |
| Admin fee / account holder | $27,750 | $8,235+237.0% | $5,664+390.0% | $11,246+146.8% |