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 | $758,449 | $137,414+451.9% | $189,513+300.2% | $85,850+783.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 25.20% | 38.14%-12.9pp | 555.15%-530.0pp | 318.53%-293.3pp |
| Employer contribution / active EE | $28,328 | $4,344+552.1% | $6,162+359.8% | $2,565+1004.4% |
| Participant deferral / active EE | $8,483 | $6,260+35.5% | $8,221+3.2% | $3,952+114.7% |
| Admin fee / account holder | $19,153 | $8,630+121.9% | $12,045+59.0% | $6,260+206.0% |