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 | $643,200 | $105,998+506.8% | $92,233+597.4% | $147,584+335.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.82% | 50.05%-35.2pp | 176.28%-161.5pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,158 | $4,333-27.1% | $3,679-14.2% | $4,876-35.2% |
| Participant deferral / active EE | $13,090 | $4,478+192.3% | $3,897+235.9% | $5,439+140.7% |
| Admin fee / account holder | $51,695 | $6,332+716.4% | $5,194+895.4% | $10,885+374.9% |