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 | $425,133 | $105,126+304.4% | $94,646+349.2% | $139,434+204.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.06% | 38.03%-17.0pp | 156.71%-135.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $22,950 | $4,106+459.0% | $3,672+525.0% | $4,751+383.1% |
| Participant deferral / active EE | $18,630 | $7,599+145.2% | $7,418+151.1% | $6,710+177.6% |
| Admin fee / account holder | $1,952 | $8,984-78.3% | $7,231-73.0% | $11,403-82.9% |