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 | $619,742 | $100,773+515.0% | $88,946+596.8% | $142,382+335.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 11.43% | 70.18%-58.8pp | 57.82%-46.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $32,973 | $2,918+1030.1% | $2,555+1190.5% | $4,299+667.0% |
| Participant deferral / active EE | $48,578 | $5,230+828.8% | $4,581+960.3% | $6,507+646.5% |
| Admin fee / account holder | $21,889 | $9,693+125.8% | $8,261+165.0% | $12,624+73.4% |