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 | $478,983 | $217,402+120.3% | $185,823+157.8% | $167,490+186.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.00% | 148.36%-126.4pp | 122.05%-100.1pp | 478.56%-456.6pp |
| Employer contribution / active EE | $2,729 | $5,873-53.5% | $5,167-47.2% | $4,837-43.6% |
| Participant deferral / active EE | $13,439 | $6,356+111.4% | $5,568+141.4% | $6,341+111.9% |
| Admin fee / account holder | $28,305 | $19,811+42.9% | $16,237+74.3% | $12,309+130.0% |