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 | $720,874 | $112,881+538.6% | $90,951+692.6% | $158,922+353.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.01% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $20,000 | $2,893+591.3% | $2,122+842.5% | $4,761+320.1% |
| Participant deferral / active EE | $12,130 | $4,128+193.9% | $3,373+259.6% | $5,982+102.8% |
| Admin fee / account holder | $6,617 | $8,041-17.7% | $5,959+11.0% | $11,246-41.2% |