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 | $793,404 | $114,381+593.6% | $107,525+637.9% | $142,382+457.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.96% | 242.71%-216.7pp | 181.32%-155.4pp | 217.08%-191.1pp |
| Employer contribution / active EE | $9,731 | $4,015+142.4% | $3,754+159.2% | $4,299+126.3% |
| Participant deferral / active EE | $11,059 | $5,564+98.7% | $5,116+116.2% | $6,507+69.9% |
| Admin fee / account holder | $72,120 | $9,860+631.4% | $8,919+708.6% | $12,624+471.3% |