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 | $615,986 | $165,984+271.1% | $164,813+273.7% | $145,922+322.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.72% | 100.03%-86.3pp | 69.93%-56.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $9,480 | $5,273+79.8% | $4,341+118.4% | $4,660+103.4% |
| Participant deferral / active EE | $9,896 | $6,959+42.2% | $6,031+64.1% | $6,688+48.0% |
| Admin fee / account holder | $11,406 | $16,648-31.5% | $12,690-10.1% | $13,397-14.9% |