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 | $517,857 | $110,809+367.3% | $86,874+496.1% | $167,490+209.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.32% | 116.98%-103.7pp | 63.52%-50.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,612 | $3,244-19.5% | $2,495+4.7% | $4,837-46.0% |
| Participant deferral / active EE | $10,775 | $4,546+137.0% | $3,699+191.3% | $6,341+69.9% |
| Admin fee / account holder | $9,800 | $8,415+16.5% | $5,828+68.2% | $12,309-20.4% |