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 | $484,569 | $114,381+323.6% | $107,525+350.7% | $142,382+240.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.79% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $19,831 | $4,015+394.0% | $3,754+428.3% | $4,299+361.3% |
| Participant deferral / active EE | $15,637 | $5,564+181.0% | $5,116+205.7% | $6,507+140.3% |
| Admin fee / account holder | $106,314 | $9,860+978.2% | $8,919+1092.0% | $12,624+742.2% |