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 | $524,377 | $214,378+144.6% | $200,582+161.4% | $142,382+268.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.29% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $15,615 | $6,841+128.2% | $6,419+143.3% | $4,299+263.2% |
| Participant deferral / active EE | $22,653 | $9,865+129.6% | $9,331+142.8% | $6,507+248.1% |
| Admin fee / account holder | $222,006 | $17,692+1154.8% | $16,305+1261.6% | $12,624+1658.6% |