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 | $461,516 | $107,334+330.0% | $92,893+396.8% | $152,861+201.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.53% | 145.58%-122.0pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $14,758 | $4,221+249.6% | $3,653+304.0% | $4,762+209.9% |
| Participant deferral / active EE | $7,847 | $4,845+62.0% | $4,236+85.2% | $5,850+34.1% |
| Admin fee / account holder | $14,344 | $7,079+102.6% | $5,794+147.6% | $11,596+23.7% |