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 | $417,912 | $148,534+181.4% | $135,903+207.5% | $139,434+199.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.45% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $6,251 | $5,243+19.2% | $4,856+28.7% | $4,751+31.6% |
| Participant deferral / active EE | $19,831 | $8,100+144.8% | $7,758+155.6% | $6,710+195.5% |
| Admin fee / account holder | $145,293 | $12,400+1071.7% | $10,762+1250.1% | $11,403+1174.2% |