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 | $474,638 | $108,919+335.8% | $100,391+372.8% | $145,922+225.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.34% | 57.88%-44.5pp | 49.20%-35.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $29,225 | $4,419+561.3% | $3,942+641.4% | $4,660+527.2% |
| Participant deferral / active EE | $5,000 | $8,445-40.8% | $8,082-38.1% | $6,688-25.2% |
| Admin fee / account holder | $1,549 | $9,689-84.0% | $7,899-80.4% | $13,397-88.4% |