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 | $676,568 | $74,888+803.4% | $71,209+850.1% | $142,382+375.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.67% | 345.14%-331.5pp | 282.51%-268.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $26,364 | $2,854+823.7% | $2,721+868.9% | $4,299+513.3% |
| Participant deferral / active EE | $26,410 | $4,454+492.9% | $4,175+532.5% | $6,507+305.9% |
| Admin fee / account holder | $56,331 | $5,568+911.6% | $5,349+953.1% | $12,624+346.2% |