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 | $421,053 | $157,256+167.7% | $141,162+198.3% | $152,861+175.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.37% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $12,200 | $5,261+131.9% | $4,735+157.7% | $4,762+156.2% |
| Participant deferral / active EE | $15,667 | $7,109+120.4% | $6,709+133.5% | $5,850+167.8% |
| Admin fee / account holder | $353,358 | $12,120+2815.5% | $10,261+3343.6% | $11,596+2947.1% |