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 | $584,933 | $175,202+233.9% | $149,673+290.8% | $139,434+319.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.55% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $34,335 | $5,474+527.2% | $4,818+612.7% | $4,751+622.7% |
| Participant deferral / active EE | $22,739 | $6,519+248.8% | $5,680+300.3% | $6,710+238.9% |
| Admin fee / account holder | $1,350 | $16,150-91.6% | $13,210-89.8% | $11,403-88.2% |