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 | $814,999 | $198,466+310.6% | $170,442+378.2% | $147,584+452.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.72% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $20,421 | $6,184+230.2% | $5,433+275.9% | $4,876+318.8% |
| Participant deferral / active EE | $10,760 | $5,629+91.1% | $4,939+117.8% | $5,439+97.8% |
| Admin fee / account holder | $4,091 | $16,852-75.7% | $13,880-70.5% | $10,885-62.4% |