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 9-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 | $823,076 | $105,859+677.5% | $90,160+812.9% | $147,584+457.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.22% | 37.63%-25.4pp | 34.88%-22.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,828 | $4,126-55.7% | $3,318-44.9% | $4,876-62.5% |
| Participant deferral / active EE | $24,000 | $5,733+318.6% | $5,288+353.9% | $5,439+341.3% |
| Admin fee / account holder | $7,409 | $8,046-7.9% | $5,943+24.7% | $10,885-31.9% |