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 | $478,944 | $74,888+539.5% | $71,209+572.6% | $142,382+236.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.97% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $19,051 | $2,854+567.5% | $2,721+600.2% | $4,299+343.1% |
| Participant deferral / active EE | $28,342 | $4,454+536.3% | $4,175+578.8% | $6,507+335.5% |
| Admin fee / account holder | $56,931 | $5,568+922.4% | $5,349+964.4% | $12,624+351.0% |