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 | $550,911 | $109,327+403.9% | $89,391+516.3% | $158,922+246.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.53% | 345.68%-332.1pp | 245.62%-232.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $6,502 | $3,170+105.1% | $2,586+151.5% | $4,761+36.6% |
| Participant deferral / active EE | $26,000 | $4,598+465.4% | $3,890+568.4% | $5,982+334.6% |
| Admin fee / account holder | $5,620 | $6,153-8.7% | $4,881+15.1% | $11,246-50.0% |