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 | $460,716 | $96,635+376.8% | $86,612+431.9% | $139,434+230.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.58% | 106.41%-94.8pp | 591.07%-579.5pp | 372.94%-361.4pp |
| Employer contribution / active EE | $7,659 | $3,263+134.7% | $3,022+153.4% | $4,751+61.2% |
| Participant deferral / active EE | $12,024 | $4,836+148.6% | $4,438+171.0% | $6,710+79.2% |
| Admin fee / account holder | $3,967 | $6,408-38.1% | $5,614-29.3% | $11,403-65.2% |