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 | $961,015 | $176,812+443.5% | $146,665+555.2% | $167,490+473.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.97% | 24.03%-13.1pp | 22.74%-11.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $11,250 | $5,160+118.0% | $4,136+172.0% | $4,837+132.6% |
| Participant deferral / active EE | $11,631 | $6,440+80.6% | $5,506+111.3% | $6,341+83.4% |
| Admin fee / account holder | $46,528 | $13,259+250.9% | $10,280+352.6% | $12,309+278.0% |