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 | $789,859 | $148,534+431.8% | $135,903+481.2% | $139,434+466.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.08% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $20,796 | $5,243+296.6% | $4,856+328.2% | $4,751+337.7% |
| Participant deferral / active EE | $26,305 | $8,100+224.7% | $7,758+239.1% | $6,710+292.0% |
| Admin fee / account holder | $24,085 | $12,400+94.2% | $10,762+123.8% | $11,403+111.2% |