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 | $687,595 | $202,432+239.7% | $169,368+306.0% | $139,434+393.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.86% | 531.74%-514.9pp | 405.60%-388.7pp | 372.94%-356.1pp |
| Employer contribution / active EE | $9,003 | $4,692+91.9% | $4,013+124.4% | $4,751+89.5% |
| Participant deferral / active EE | $5,423 | $6,938-21.8% | $6,221-12.8% | $6,710-19.2% |
| Admin fee / account holder | $21,265 | $10,708+98.6% | $9,003+136.2% | $11,403+86.5% |