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 | $774,715 | $77,899+894.5% | $149,673+417.6% | $75,163+930.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.09% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $31,450 | $3,137+902.4% | $4,818+552.8% | $2,670+1078.0% |
| Participant deferral / active EE | $20,221 | $3,411+492.8% | $5,680+256.0% | $4,125+390.2% |
| Admin fee / account holder | $70,988 | $5,956+1091.8% | $13,210+437.4% | $5,651+1156.2% |