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 | $512,646 | $107,334+377.6% | $92,893+451.9% | $152,861+235.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.27% | 145.58%-124.3pp | 109.41%-88.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $9,091 | $4,221+115.4% | $3,653+148.9% | $4,762+90.9% |
| Participant deferral / active EE | $8,247 | $4,845+70.2% | $4,236+94.7% | $5,850+41.0% |
| Admin fee / account holder | $12,633 | $7,079+78.4% | $5,794+118.0% | $11,596+8.9% |