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 | $753,658 | $175,202+330.2% | $149,673+403.5% | $139,434+440.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.25% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $17,271 | $5,474+215.5% | $4,818+258.5% | $4,751+263.5% |
| Participant deferral / active EE | $20,000 | $6,519+206.8% | $5,680+252.1% | $6,710+198.1% |
| Admin fee / account holder | $6,719 | $16,150-58.4% | $13,210-49.1% | $11,403-41.1% |