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 | $908,055 | $114,381+693.9% | $107,525+744.5% | $142,382+537.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.14% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $8,342 | $4,015+107.8% | $3,754+122.2% | $4,299+94.0% |
| Participant deferral / active EE | $8,908 | $5,564+60.1% | $5,116+74.1% | $6,507+36.9% |
| Admin fee / account holder | $20,151 | $9,860+104.4% | $8,919+125.9% | $12,624+59.6% |