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 | $598,922 | $175,202+241.8% | $149,673+300.2% | $139,434+329.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.96% | 166.71%-141.7pp | 134.42%-109.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,835 | $5,474-48.2% | $4,818-41.2% | $4,751-40.3% |
| Participant deferral / active EE | $20,318 | $6,519+211.7% | $5,680+257.7% | $6,710+202.8% |
| Admin fee / account holder | $176,670 | $16,150+993.9% | $13,210+1237.4% | $11,403+1449.4% |