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 | $598,036 | $157,256+280.3% | $141,162+323.7% | $152,861+291.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.08% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $26,301 | $5,261+399.9% | $4,735+455.5% | $4,762+452.3% |
| Participant deferral / active EE | $15,174 | $7,109+113.4% | $6,709+126.2% | $5,850+159.4% |
| Admin fee / account holder | $12,275 | $12,120+1.3% | $10,261+19.6% | $11,596+5.8% |