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 | $537,821 | $198,466+171.0% | $170,442+215.5% | $147,584+264.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.26% | 257.29%-243.0pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $10,100 | $6,184+63.3% | $5,433+85.9% | $4,876+107.1% |
| Participant deferral / active EE | $15,500 | $5,629+175.3% | $4,939+213.8% | $5,439+185.0% |
| Admin fee / account holder | $501,070 | $16,852+2873.4% | $13,880+3509.9% | $10,885+4503.2% |