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 | $648,614 | $115,770+460.3% | $101,248+540.6% | $158,922+308.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.75% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $22,849 | $4,175+447.3% | $3,660+524.4% | $4,761+379.9% |
| Participant deferral / active EE | $17,875 | $4,957+260.6% | $4,370+309.0% | $5,982+198.8% |
| Admin fee / account holder | $2,543 | $7,245-64.9% | $5,945-57.2% | $11,246-77.4% |