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 | $829,608 | $154,117+438.3% | $129,995+538.2% | $139,434+495.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.16% | 32.48%-17.3pp | -137.18%+152.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $15,000 | $5,289+183.6% | $4,320+247.3% | $4,751+215.7% |
| Participant deferral / active EE | $6,268 | $6,710-6.6% | $5,820+7.7% | $6,710-6.6% |
| Admin fee / account holder | $19,655 | $14,007+40.3% | $10,614+85.2% | $11,403+72.4% |