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 | $752,449 | $144,119+422.1% | $117,854+538.5% | $147,584+409.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 38.42% | 531.15%-492.7pp | 335.08%-296.7pp | 578.55%-540.1pp |
| Employer contribution / active EE | $2,000 | $4,896-59.2% | $3,786-47.2% | $4,876-59.0% |
| Participant deferral / active EE | $13,990 | $5,316+163.2% | $4,482+212.2% | $5,439+157.2% |
| Admin fee / account holder | $25,263 | $10,886+132.1% | $8,020+215.0% | $10,885+132.1% |