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 | $619,745 | $183,519+237.7% | $155,509+298.5% | $145,922+324.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $25,229 | $5,313+374.9% | $4,672+439.9% | $4,660+441.4% |
| Participant deferral / active EE | $11,973 | $6,462+85.3% | $5,626+112.8% | $6,688+79.0% |
| Admin fee / account holder | $41,433 | $19,313+114.5% | $15,912+160.4% | $13,397+209.3% |