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 | $554,355 | $100,773+450.1% | $88,946+523.3% | $142,382+289.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.25% | 70.18%-54.9pp | 57.82%-42.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,035 | $2,918+175.4% | $2,555+214.5% | $4,299+86.9% |
| Participant deferral / active EE | $18,555 | $5,230+254.8% | $4,581+305.0% | $6,507+185.1% |
| Admin fee / account holder | $712 | $9,693-92.7% | $8,261-91.4% | $12,624-94.4% |