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 | $505,678 | $95,971+426.9% | $74,550+578.3% | $135,375+273.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.13% | 56.96%-52.8pp | 32.53%-28.4pp | 519.73%-515.6pp |
| Employer contribution / active EE | $25,750 | $2,716+848.0% | $1,961+1213.2% | $4,779+438.8% |
| Participant deferral / active EE | $3,250 | $3,843-15.4% | $3,108+4.6% | $5,609-42.1% |
| Admin fee / account holder | $51,892 | $6,522+695.7% | $5,060+925.6% | $10,827+379.3% |