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 | $835,330 | $209,411+298.9% | $178,490+368.0% | $158,922+425.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.73% | 188.75%-180.0pp | 151.07%-142.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $7,500 | $5,706+31.4% | $5,011+49.7% | $4,761+57.5% |
| Participant deferral / active EE | $2,941 | $5,954-50.6% | $5,202-43.5% | $5,982-50.8% |
| Admin fee / account holder | $93,835 | $17,074+449.6% | $13,984+571.0% | $11,246+734.4% |