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 | $620,324 | $158,398+291.6% | $126,539+390.2% | $142,382+335.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.43% | 593.76%-579.3pp | 425.95%-411.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,161 | $4,650+54.0% | $3,674+94.9% | $4,299+66.6% |
| Participant deferral / active EE | $32,054 | $4,767+572.5% | $4,083+685.1% | $6,507+392.6% |
| Admin fee / account holder | $3,310 | $6,918-52.2% | $6,065-45.4% | $12,624-73.8% |