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 | $729,207 | $183,519+297.3% | $155,509+368.9% | $145,922+399.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.86% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $6,051 | $5,313+13.9% | $4,672+29.5% | $4,660+29.9% |
| Participant deferral / active EE | $21,000 | $6,462+225.0% | $5,626+273.3% | $6,688+214.0% |
| Admin fee / account holder | $4,248 | $19,313-78.0% | $15,912-73.3% | $13,397-68.3% |