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 | $558,334 | $107,334+420.2% | $92,893+501.1% | $152,861+265.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.01% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $16,602 | $4,221+293.3% | $3,653+354.5% | $4,762+248.6% |
| Participant deferral / active EE | $4,600 | $4,845-5.1% | $4,236+8.6% | $5,850-21.4% |
| Admin fee / account holder | $30,817 | $7,079+335.3% | $5,794+431.9% | $11,596+165.7% |