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 | $759,142 | $157,256+382.7% | $141,162+437.8% | $152,861+396.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.13% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $27,458 | $5,261+421.9% | $4,735+479.9% | $4,762+476.6% |
| Participant deferral / active EE | $4,916 | $7,109-30.8% | $6,709-26.7% | $5,850-16.0% |
| Admin fee / account holder | $24,470 | $12,120+101.9% | $10,261+138.5% | $11,596+111.0% |