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 | $625,493 | $159,901+291.2% | $146,958+325.6% | $145,922+328.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.90% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $22,151 | $5,286+319.0% | $4,933+349.0% | $4,660+375.4% |
| Participant deferral / active EE | $16,357 | $8,428+94.1% | $8,070+102.7% | $6,688+144.6% |
| Admin fee / account holder | $20,970 | $15,044+39.4% | $12,998+61.3% | $13,397+56.5% |