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 | $700,692 | $148,534+371.7% | $135,903+415.6% | $139,434+402.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.82% | 79.19%-61.4pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $15,024 | $5,243+186.5% | $4,856+209.4% | $4,751+216.2% |
| Participant deferral / active EE | $14,832 | $8,100+83.1% | $7,758+91.2% | $6,710+121.0% |
| Admin fee / account holder | $70,920 | $12,400+471.9% | $10,762+559.0% | $11,403+522.0% |