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 | $671,503 | $74,888+796.7% | $71,209+843.0% | $142,382+371.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.73% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $17,794 | $2,854+523.4% | $2,721+554.0% | $4,299+313.9% |
| Participant deferral / active EE | $24,089 | $4,454+440.8% | $4,175+477.0% | $6,507+270.2% |
| Admin fee / account holder | $146,004 | $5,568+2522.0% | $5,349+2629.7% | $12,624+1056.6% |