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 | $553,442 | $99,877+454.1% | $84,966+551.4% | $145,922+279.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.36% | 83.76%-66.4pp | 66.38%-49.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $35,250 | $3,231+990.9% | $2,727+1192.6% | $4,660+656.5% |
| Participant deferral / active EE | $26,750 | $5,291+405.6% | $4,519+491.9% | $6,688+300.0% |
| Admin fee / account holder | $3,203 | $7,248-55.8% | $6,149-47.9% | $13,397-76.1% |