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 | $775,040 | $135,635+471.4% | $110,238+603.1% | $135,375+472.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.38% | 513.19%-505.8pp | 314.74%-307.4pp | 519.73%-512.4pp |
| Employer contribution / active EE | $15,327 | $4,906+212.4% | $3,826+300.6% | $4,779+220.7% |
| Participant deferral / active EE | $11,384 | $5,506+106.7% | $4,672+143.7% | $5,609+103.0% |
| Admin fee / account holder | $76,704 | $11,457+569.5% | $8,547+797.4% | $10,827+608.4% |