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 | $842,405 | $105,998+694.7% | $92,233+813.3% | $147,584+470.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.32% | 50.05%-34.7pp | 176.28%-161.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,016 | $4,333+15.8% | $3,679+36.3% | $4,876+2.9% |
| Participant deferral / active EE | $6,055 | $4,478+35.2% | $3,897+55.4% | $5,439+11.3% |
| Admin fee / account holder | $7,738 | $6,332+22.2% | $5,194+49.0% | $10,885-28.9% |