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 | $566,496 | $183,519+208.7% | $155,509+264.3% | $145,922+288.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.50% | 61.17%-39.7pp | 64.67%-43.2pp | 561.29%-539.8pp |
| Employer contribution / active EE | $10,663 | $5,313+100.7% | $4,672+128.2% | $4,660+128.8% |
| Participant deferral / active EE | $10,106 | $6,462+56.4% | $5,626+79.6% | $6,688+51.1% |
| Admin fee / account holder | $3,200 | $19,313-83.4% | $15,912-79.9% | $13,397-76.1% |