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 | $815,594 | $198,466+310.9% | $170,442+378.5% | $147,584+452.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.22% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $51,605 | $6,184+734.5% | $5,433+849.9% | $4,876+958.3% |
| Participant deferral / active EE | $2,337 | $5,629-58.5% | $4,939-52.7% | $5,439-57.0% |
| Admin fee / account holder | $162,236 | $16,852+862.7% | $13,880+1068.8% | $10,885+1390.4% |