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 | $631,075 | $179,726+251.1% | $156,263+303.9% | $142,382+343.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.19% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $23,333 | $5,069+360.3% | $4,333+438.5% | $4,299+442.7% |
| Participant deferral / active EE | $11,549 | $6,956+66.0% | $6,158+87.5% | $6,507+77.5% |
| Admin fee / account holder | $6,966 | $17,272-59.7% | $14,255-51.1% | $12,624-44.8% |