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 | $675,245 | $159,901+322.3% | $146,958+359.5% | $145,922+362.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.24% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $27,628 | $5,286+422.7% | $4,933+460.1% | $4,660+492.9% |
| Participant deferral / active EE | $27,628 | $8,428+227.8% | $8,070+242.4% | $6,688+313.1% |
| Admin fee / account holder | $4,842 | $15,044-67.8% | $12,998-62.7% | $13,397-63.9% |