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 | $655,447 | $198,466+230.3% | $170,442+284.6% | $147,584+344.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.37% | 257.29%-243.9pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $17,439 | $6,184+182.0% | $5,433+221.0% | $4,876+257.6% |
| Participant deferral / active EE | $6,878 | $5,629+22.2% | $4,939+39.2% | $5,439+26.5% |
| Admin fee / account holder | $42,116 | $16,852+149.9% | $13,880+203.4% | $10,885+286.9% |