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 | $765,427 | $185,822+311.9% | $169,993+350.3% | $139,434+449.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 50.54% | 60.50%-10.0pp | 53.37%-2.8pp | 372.94%-322.4pp |
| Employer contribution / active EE | $20,988 | $7,590+176.5% | $6,785+209.3% | $4,751+341.8% |
| Participant deferral / active EE | $20,366 | $11,622+75.2% | $10,408+95.7% | $6,710+203.5% |
| Admin fee / account holder | $11,573 | $15,381-24.8% | $12,815-9.7% | $11,403+1.5% |