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 | $565,028 | $177,572+218.2% | $154,803+265.0% | $142,382+296.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.48% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $17,439 | $4,810+262.5% | $4,305+305.0% | $4,299+305.6% |
| Participant deferral / active EE | $11,215 | $6,272+78.8% | $5,540+102.4% | $6,507+72.3% |
| Admin fee / account holder | $125,000 | $16,786+644.7% | $14,329+772.3% | $12,624+890.2% |