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 | $601,111 | $159,901+275.9% | $146,958+309.0% | $145,922+311.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.07% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,550 | $5,286-70.7% | $4,933-68.6% | $4,660-66.7% |
| Participant deferral / active EE | $12,621 | $8,428+49.7% | $8,070+56.4% | $6,688+88.7% |
| Admin fee / account holder | $22,508 | $15,044+49.6% | $12,998+73.2% | $13,397+68.0% |