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 | $591,328 | $70,606+737.5% | $53,898+997.1% | $142,382+315.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.81% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,600 | $1,202+116.3% | $932+179.0% | $4,299-39.5% |
| Participant deferral / active EE | $30,910 | $2,364+1207.6% | $1,826+1592.5% | $6,507+375.0% |
| Admin fee / account holder | $3,446 | $2,852+20.8% | $2,491+38.3% | $12,624-72.7% |