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 | $749,015 | $133,922+459.3% | $116,228+544.4% | $142,382+426.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.60% | 147.76%-137.2pp | 90.06%-79.5pp | 217.08%-206.5pp |
| Employer contribution / active EE | $20,000 | $3,446+480.5% | $2,994+567.9% | $4,299+365.2% |
| Participant deferral / active EE | $34,750 | $5,672+512.6% | $4,953+601.6% | $6,507+434.0% |
| Admin fee / account holder | $20,796 | $14,945+39.2% | $11,989+73.5% | $12,624+64.7% |