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 | $584,949 | $203,436+187.5% | $152,466+283.7% | $167,490+249.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.74% | 13.80%-2.1pp | 757.33%-745.6pp | 478.56%-466.8pp |
| Employer contribution / active EE | $10,776 | $5,220+106.4% | $4,327+149.1% | $4,837+122.8% |
| Participant deferral / active EE | $9,091 | $6,716+35.4% | $5,820+56.2% | $6,341+43.4% |
| Admin fee / account holder | $4,966 | $22,506-77.9% | $15,805-68.6% | $12,309-59.7% |