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 | $638,426 | $198,466+221.7% | $170,442+274.6% | $147,584+332.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.46% | 257.29%-244.8pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $23,059 | $6,184+272.9% | $5,433+324.4% | $4,876+372.9% |
| Participant deferral / active EE | $13,232 | $5,629+135.0% | $4,939+167.9% | $5,439+143.3% |
| Admin fee / account holder | $63,343 | $16,852+275.9% | $13,880+356.3% | $10,885+481.9% |