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 | $358,578 | $90,348+296.9% | $75,972+372.0% | $145,922+145.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.88% | 620.88%-603.0pp | 359.55%-341.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $12,828 | $3,311+287.4% | $2,685+377.8% | $4,660+175.3% |
| Participant deferral / active EE | $11,401 | $5,162+120.9% | $4,255+167.9% | $6,688+70.5% |
| Admin fee / account holder | $13,586 | $8,467+60.5% | $6,467+110.1% | $13,397+1.4% |