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 | $604,987 | $107,934+460.5% | $91,989+557.7% | $152,861+295.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.17% | 89.24%-71.1pp | 69.02%-50.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,918 | $4,210+64.3% | $3,452+100.4% | $4,762+45.3% |
| Participant deferral / active EE | $25,000 | $6,364+292.8% | $5,923+322.1% | $5,850+327.3% |
| Admin fee / account holder | $151,767 | $10,520+1342.7% | $7,743+1860.1% | $11,596+1208.7% |