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 | $510,920 | $217,402+135.0% | $185,823+175.0% | $167,490+205.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.12% | 148.36%-123.2pp | 122.05%-96.9pp | 478.56%-453.4pp |
| Employer contribution / active EE | $14,362 | $5,873+144.5% | $5,167+177.9% | $4,837+196.9% |
| Participant deferral / active EE | $17,875 | $6,356+181.2% | $5,568+221.0% | $6,341+181.9% |
| Admin fee / account holder | $594 | $19,811-97.0% | $16,237-96.3% | $12,309-95.2% |