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 | $645,884 | $165,335+290.7% | $149,696+331.5% | $158,922+306.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 57.70% | 348.15%-290.4pp | 276.60%-218.9pp | 302.83%-245.1pp |
| Employer contribution / active EE | $26,922 | $5,103+427.6% | $4,644+479.7% | $4,761+465.4% |
| Participant deferral / active EE | $26,000 | $7,181+262.1% | $6,842+280.0% | $5,982+334.6% |
| Admin fee / account holder | $2,403 | $10,807-77.8% | $9,309-74.2% | $11,246-78.6% |