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 | $659,633 | $133,922+392.6% | $116,228+467.5% | $142,382+363.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.63% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $14,134 | $3,446+310.2% | $2,994+372.0% | $4,299+228.8% |
| Participant deferral / active EE | $16,317 | $5,672+187.7% | $4,953+229.4% | $6,507+150.8% |
| Admin fee / account holder | $172,117 | $14,945+1051.7% | $11,989+1335.6% | $12,624+1263.4% |