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 | $971,626 | $217,402+346.9% | $185,823+422.9% | $167,490+480.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.63% | 148.36%-130.7pp | 122.05%-104.4pp | 478.56%-460.9pp |
| Employer contribution / active EE | $38,500 | $5,873+555.5% | $5,167+645.1% | $4,837+695.9% |
| Participant deferral / active EE | $19,500 | $6,356+206.8% | $5,568+250.2% | $6,341+207.5% |
| Admin fee / account holder | $69,509 | $19,811+250.9% | $16,237+328.1% | $12,309+464.7% |