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 | $927,954 | $198,466+367.6% | $170,442+444.4% | $147,584+528.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 16.63% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $25,764 | $6,184+316.7% | $5,433+374.2% | $4,876+428.3% |
| Participant deferral / active EE | $17,500 | $5,629+210.9% | $4,939+254.3% | $5,439+221.8% |
| Admin fee / account holder | $141,497 | $16,852+739.7% | $13,880+919.4% | $10,885+1199.9% |