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 | $999,178 | $159,602+526.0% | $150,045+565.9% | $142,382+601.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.92% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $38,703 | $4,961+680.2% | $4,693+724.7% | $4,299+800.2% |
| Participant deferral / active EE | $25,236 | $8,310+203.7% | $7,997+215.6% | $6,507+287.8% |
| Admin fee / account holder | $40,209 | $14,846+170.8% | $13,435+199.3% | $12,624+218.5% |