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 | $797,922 | $124,281+542.0% | $109,143+631.1% | $167,490+376.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.34% | 26.04%-6.7pp | 25.75%-6.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $25,070 | $4,207+495.9% | $3,722+573.6% | $4,837+418.2% |
| Participant deferral / active EE | $2,000 | $5,255-61.9% | $4,653-57.0% | $6,341-68.5% |
| Admin fee / account holder | $20,630 | $7,970+158.9% | $6,752+205.5% | $12,309+67.6% |