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 | $617,822 | $183,519+236.7% | $155,509+297.3% | $145,922+323.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $46,000 | $5,313+765.8% | $4,672+884.5% | $4,660+887.2% |
| Participant deferral / active EE | $26,751 | $6,462+313.9% | $5,626+375.5% | $6,688+300.0% |
| Admin fee / account holder | $29,777 | $19,313+54.2% | $15,912+87.1% | $13,397+122.3% |