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 | $624,922 | $183,963+239.7% | $162,163+285.4% | $152,861+308.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.42% | 150.76%-123.3pp | 115.59%-88.2pp | 345.32%-317.9pp |
| Employer contribution / active EE | $21,487 | $6,371+237.3% | $5,614+282.8% | $4,762+351.2% |
| Participant deferral / active EE | $16,952 | $8,034+111.0% | $7,298+132.3% | $5,850+189.8% |
| Admin fee / account holder | $431 | $13,121-96.7% | $10,843-96.0% | $11,596-96.3% |