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 | $763,158 | $118,849+542.1% | $96,562+690.3% | $167,490+355.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.10% | 50.49%-31.4pp | 37.78%-18.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $16,638 | $3,120+433.3% | $2,356+606.0% | $4,837+243.9% |
| Participant deferral / active EE | $9,970 | $4,616+116.0% | $3,849+159.0% | $6,341+57.2% |
| Admin fee / account holder | $11,361 | $8,065+40.9% | $6,181+83.8% | $12,309-7.7% |