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 | $467,680 | $185,822+151.7% | $169,993+175.1% | $139,434+235.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.57% | 60.50%-42.9pp | 53.37%-35.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $26,607 | $7,590+250.5% | $6,785+292.1% | $4,751+460.1% |
| Participant deferral / active EE | $19,629 | $11,622+68.9% | $10,408+88.6% | $6,710+192.5% |
| Admin fee / account holder | $42,087 | $15,381+173.6% | $12,815+228.4% | $11,403+269.1% |