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 7-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 | $526,035 | $158,398+232.1% | $126,539+315.7% | $142,382+269.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.23% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $47,830 | $4,650+928.6% | $3,674+1201.8% | $4,299+1012.6% |
| Participant deferral / active EE | $10,400 | $4,767+118.2% | $4,083+154.7% | $6,507+59.8% |
| Admin fee / account holder | $3,413 | $6,918-50.7% | $6,065-43.7% | $12,624-73.0% |