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 | $994,075 | $177,572+459.8% | $154,803+542.2% | $142,382+598.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.08% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $22,269 | $4,810+362.9% | $4,305+417.2% | $4,299+418.0% |
| Participant deferral / active EE | $5,200 | $6,272-17.1% | $5,540-6.1% | $6,507-20.1% |
| Admin fee / account holder | $230,424 | $16,786+1272.7% | $14,329+1508.1% | $12,624+1725.3% |