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 | $422,977 | $185,822+127.6% | $169,993+148.8% | $139,434+203.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.82% | 60.50%-39.7pp | 53.37%-32.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $24,003 | $7,590+216.2% | $6,785+253.8% | $4,751+405.2% |
| Participant deferral / active EE | $20,994 | $11,622+80.6% | $10,408+101.7% | $6,710+212.9% |
| Admin fee / account holder | $27,954 | $15,381+81.7% | $12,815+118.1% | $11,403+145.2% |