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 | $733,350 | $121,625+503.0% | $104,607+601.0% | $158,922+361.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.55% | 465.26%-450.7pp | 340.46%-325.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $10,957 | $3,163+246.4% | $2,681+308.8% | $4,761+130.1% |
| Participant deferral / active EE | $19,807 | $4,177+374.1% | $3,740+429.6% | $5,982+231.1% |
| Admin fee / account holder | $51,731 | $7,787+564.4% | $6,473+699.2% | $11,246+360.0% |