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 | $441,853 | $74,888+490.0% | $71,209+520.5% | $142,382+210.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.45% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $25,293 | $2,854+786.1% | $2,721+829.6% | $4,299+488.3% |
| Participant deferral / active EE | $15,436 | $4,454+246.5% | $4,175+269.7% | $6,507+137.2% |
| Admin fee / account holder | $8,299 | $5,568+49.0% | $5,349+55.2% | $12,624-34.3% |