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 | $576,176 | $74,888+669.4% | $71,209+709.1% | $142,382+304.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.24% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $17,188 | $2,854+502.2% | $2,721+531.7% | $4,299+299.8% |
| Participant deferral / active EE | $5,125 | $4,454+15.1% | $4,175+22.7% | $6,507-21.2% |
| Admin fee / account holder | $1,770 | $5,568-68.2% | $5,349-66.9% | $12,624-86.0% |