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 | $992,968 | $217,402+356.7% | $185,823+434.4% | $167,490+492.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.68% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $38,500 | $5,873+555.5% | $5,167+645.1% | $4,837+695.9% |
| Participant deferral / active EE | $21,667 | $6,356+240.9% | $5,568+289.1% | $6,341+241.7% |
| Admin fee / account holder | $258,400 | $19,811+1204.3% | $16,237+1491.4% | $12,309+1999.3% |