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 | $456,991 | $96,635+372.9% | $86,612+427.6% | $139,434+227.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.82% | 106.41%-87.6pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $10,132 | $3,263+210.5% | $3,022+235.2% | $4,751+113.3% |
| Participant deferral / active EE | $11,814 | $4,836+144.3% | $4,438+166.2% | $6,710+76.1% |
| Admin fee / account holder | $17,577 | $6,408+174.3% | $5,614+213.1% | $11,403+54.2% |