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 | $756,070 | $177,572+325.8% | $154,803+388.4% | $142,382+431.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 41.89% | 65.07%-23.2pp | 58.88%-17.0pp | 217.08%-175.2pp |
| Employer contribution / active EE | $24,852 | $4,810+416.6% | $4,305+477.2% | $4,299+478.1% |
| Participant deferral / active EE | $20,809 | $6,272+231.8% | $5,540+275.6% | $6,507+219.8% |
| Admin fee / account holder | $176,474 | $16,786+951.3% | $14,329+1131.6% | $12,624+1298.0% |