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 | $462,019 | $74,888+516.9% | $71,209+548.8% | $142,382+224.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.73% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,445 | $2,854-14.3% | $2,721-10.1% | $4,299-43.1% |
| Participant deferral / active EE | $10,700 | $4,454+140.2% | $4,175+156.3% | $6,507+64.4% |
| Admin fee / account holder | $3,203 | $5,568-42.5% | $5,349-40.1% | $12,624-74.6% |