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 | $638,883 | $148,534+330.1% | $135,903+370.1% | $139,434+358.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.38% | 79.19%-52.8pp | 68.23%-41.9pp | 372.94%-346.6pp |
| Employer contribution / active EE | $11,110 | $5,243+111.9% | $4,856+128.8% | $4,751+133.9% |
| Participant deferral / active EE | $6,843 | $8,100-15.5% | $7,758-11.8% | $6,710+2.0% |
| Admin fee / account holder | $8,039 | $12,400-35.2% | $10,762-25.3% | $11,403-29.5% |