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 | $556,074 | $198,466+180.2% | $170,442+226.3% | $147,584+276.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.60% | 257.29%-224.7pp | 205.93%-173.3pp | 578.55%-546.0pp |
| Employer contribution / active EE | $40,812 | $6,184+560.0% | $5,433+651.2% | $4,876+736.9% |
| Participant deferral / active EE | $4,249 | $5,629-24.5% | $4,939-14.0% | $5,439-21.9% |
| Admin fee / account holder | $52,520 | $16,852+211.7% | $13,880+278.4% | $10,885+382.5% |