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 | $691,302 | $180,449+283.1% | $154,107+348.6% | $135,375+410.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.27% | 888.09%-886.8pp | 735.12%-733.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $54,589 | $6,035+804.6% | $5,298+930.5% | $4,779+1042.3% |
| Participant deferral / active EE | $2,441 | $5,806-58.0% | $5,081-51.9% | $5,609-56.5% |
| Admin fee / account holder | $308,253 | $16,143+1809.5% | $13,411+2198.5% | $10,827+2747.1% |