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 | $981,909 | $133,922+633.2% | $116,228+744.8% | $142,382+589.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.47% | 147.76%-135.3pp | 90.06%-77.6pp | 217.08%-204.6pp |
| Employer contribution / active EE | $32,222 | $3,446+835.2% | $2,994+976.1% | $4,299+649.5% |
| Participant deferral / active EE | $16,102 | $5,672+183.9% | $4,953+225.1% | $6,507+147.4% |
| Admin fee / account holder | $65,831 | $14,945+340.5% | $11,989+449.1% | $12,624+421.5% |