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 | $933,968 | $175,202+433.1% | $149,673+524.0% | $139,434+569.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.05% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $7,953 | $5,474+45.3% | $4,818+65.1% | $4,751+67.4% |
| Participant deferral / active EE | $8,919 | $6,519+36.8% | $5,680+57.0% | $6,710+32.9% |
| Admin fee / account holder | $101,487 | $16,150+528.4% | $13,210+668.3% | $11,403+790.0% |