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 | $907,210 | $148,534+510.8% | $135,903+567.5% | $139,434+550.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.98% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $51,583 | $5,243+883.9% | $4,856+962.2% | $4,751+985.8% |
| Participant deferral / active EE | $27,917 | $8,100+244.6% | $7,758+259.9% | $6,710+316.0% |
| Admin fee / account holder | $5,676 | $12,400-54.2% | $10,762-47.3% | $11,403-50.2% |