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 | $623,418 | $129,217+382.5% | $93,406+567.4% | $158,922+292.3% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 13.17% | 118.21%-105.0pp | 78.05%-64.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $9,000 | $2,711+231.9% | $2,075+333.7% | $4,761+89.0% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,833 | $7,383-48.1% | $5,230-26.7% | $11,246-65.9% |