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 | $465,811 | $142,405+227.1% | $115,157+304.5% | $152,861+204.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.07% | 41.48%-14.4pp | 35.60%-8.5pp | 345.32%-318.3pp |
| Employer contribution / active EE | $7,500 | $4,010+87.0% | $3,179+135.9% | $4,762+57.5% |
| Participant deferral / active EE | $15,500 | $5,164+200.2% | $4,168+271.8% | $5,850+165.0% |
| Admin fee / account holder | $2,028 | $8,462-76.0% | $7,088-71.4% | $11,596-82.5% |