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 | $426,652 | $175,202+143.5% | $149,673+185.1% | $139,434+206.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.19% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $13,702 | $5,474+150.3% | $4,818+184.4% | $4,751+188.4% |
| Participant deferral / active EE | $30,000 | $6,519+360.2% | $5,680+428.2% | $6,710+347.1% |
| Admin fee / account holder | $4,732 | $16,150-70.7% | $13,210-64.2% | $11,403-58.5% |