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 | $710,421 | $217,402+226.8% | $185,823+282.3% | $167,490+324.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.81% | 148.36%-134.5pp | 122.05%-108.2pp | 478.56%-464.7pp |
| Employer contribution / active EE | $18,500 | $5,873+215.0% | $5,167+258.0% | $4,837+282.4% |
| Participant deferral / active EE | $17,522 | $6,356+175.7% | $5,568+214.7% | $6,341+176.3% |
| Admin fee / account holder | $161,402 | $19,811+714.7% | $16,237+894.0% | $12,309+1211.3% |