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 | $587,986 | $202,432+190.5% | $169,368+247.2% | $139,434+321.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.88% | 531.74%-511.9pp | 405.60%-385.7pp | 372.94%-353.1pp |
| Employer contribution / active EE | $11,890 | $4,692+153.4% | $4,013+196.3% | $4,751+150.3% |
| Participant deferral / active EE | $24,580 | $6,938+254.3% | $6,221+295.1% | $6,710+266.3% |
| Admin fee / account holder | $8,186 | $10,708-23.6% | $9,003-9.1% | $11,403-28.2% |