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 | $652,394 | $175,202+272.4% | $149,673+335.9% | $139,434+367.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.04% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $21,568 | $5,474+294.0% | $4,818+347.7% | $4,751+354.0% |
| Participant deferral / active EE | $21,103 | $6,519+223.7% | $5,680+271.5% | $6,710+214.5% |
| Admin fee / account holder | $36,939 | $16,150+128.7% | $13,210+179.6% | $11,403+224.0% |