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 | $421,554 | $185,822+126.9% | $169,993+148.0% | $139,434+202.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.92% | 60.50%-45.6pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $6,665 | $7,590-12.2% | $6,785-1.8% | $4,751+40.3% |
| Participant deferral / active EE | $13,630 | $11,622+17.3% | $10,408+31.0% | $6,710+103.1% |
| Admin fee / account holder | $134,113 | $15,381+772.0% | $12,815+946.5% | $11,403+1076.2% |