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 | $910,382 | $217,402+318.8% | $185,823+389.9% | $167,490+443.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.39% | 148.36%-123.0pp | 122.05%-96.7pp | 478.56%-453.2pp |
| Employer contribution / active EE | $27,357 | $5,873+365.8% | $5,167+429.4% | $4,837+465.5% |
| Participant deferral / active EE | $16,618 | $6,356+161.4% | $5,568+198.5% | $6,341+162.1% |
| Admin fee / account holder | $67,480 | $19,811+240.6% | $16,237+315.6% | $12,309+448.2% |