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 | $539,568 | $183,519+194.0% | $155,509+247.0% | $145,922+269.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $9,176 | $5,313+72.7% | $4,672+96.4% | $4,660+96.9% |
| Participant deferral / active EE | $10,000 | $6,462+54.7% | $5,626+77.7% | $6,688+49.5% |
| Admin fee / account holder | $4,905 | $19,313-74.6% | $15,912-69.2% | $13,397-63.4% |