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 | $388,188 | $74,888+418.4% | $71,209+445.1% | $142,382+172.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 29.70% | 345.14%-315.4pp | 282.51%-252.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $11,780 | $2,854+312.7% | $2,721+332.9% | $4,299+174.0% |
| Participant deferral / active EE | $11,481 | $4,454+157.7% | $4,175+175.0% | $6,507+76.4% |
| Admin fee / account holder | $14,974 | $5,568+168.9% | $5,349+179.9% | $12,624+18.6% |