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 | $739,033 | $114,381+546.1% | $107,525+587.3% | $142,382+419.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.70% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $23,986 | $4,015+497.5% | $3,754+539.0% | $4,299+457.9% |
| Participant deferral / active EE | $11,861 | $5,564+113.2% | $5,116+131.9% | $6,507+82.3% |
| Admin fee / account holder | $832 | $9,860-91.6% | $8,919-90.7% | $12,624-93.4% |