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 | $684,545 | $183,519+273.0% | $155,509+340.2% | $145,922+369.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $18,538 | $5,313+248.9% | $4,672+296.8% | $4,660+297.8% |
| Participant deferral / active EE | $11,817 | $6,462+82.9% | $5,626+110.0% | $6,688+76.7% |
| Admin fee / account holder | $32,168 | $19,313+66.6% | $15,912+102.2% | $13,397+140.1% |