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 | $833,041 | $84,696+883.6% | $75,696+1000.5% | $167,490+397.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 23.23% | 199.36%-176.1pp | 104.53%-81.3pp | 478.56%-455.3pp |
| Employer contribution / active EE | $13,812 | $3,230+327.7% | $2,743+403.6% | $4,837+185.5% |
| Participant deferral / active EE | $12,833 | $4,580+180.2% | $3,821+235.8% | $6,341+102.4% |
| Admin fee / account holder | $30,765 | $5,355+474.5% | $3,619+750.1% | $12,309+149.9% |