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 | $422,935 | $198,466+113.1% | $170,442+148.1% | $147,584+186.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.52% | 257.29%-243.8pp | 205.93%-192.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $19,886 | $6,184+221.6% | $5,433+266.0% | $4,876+307.8% |
| Participant deferral / active EE | $15,018 | $5,629+166.8% | $4,939+204.0% | $5,439+176.1% |
| Admin fee / account holder | $42,400 | $16,852+151.6% | $13,880+205.5% | $10,885+289.5% |