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 | $775,631 | $214,378+261.8% | $200,582+286.7% | $142,382+444.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.38% | 46.41%-30.0pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $36,000 | $6,841+426.2% | $6,419+460.8% | $4,299+737.4% |
| Participant deferral / active EE | $10,750 | $9,865+9.0% | $9,331+15.2% | $6,507+65.2% |
| Admin fee / account holder | $2,588 | $17,692-85.4% | $16,305-84.1% | $12,624-79.5% |