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 | $900,020 | $133,922+572.0% | $116,228+674.4% | $142,382+532.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.74% | 147.76%-128.0pp | 90.06%-70.3pp | 217.08%-197.3pp |
| Employer contribution / active EE | $24,643 | $3,446+615.2% | $2,994+723.0% | $4,299+473.2% |
| Participant deferral / active EE | $14,664 | $5,672+158.5% | $4,953+196.1% | $6,507+125.4% |
| Admin fee / account holder | $7,137 | $14,945-52.2% | $11,989-40.5% | $12,624-43.5% |