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 | $500,007 | $201,272+148.4% | $184,203+171.4% | $145,922+242.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.83% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $25,184 | $7,022+258.7% | $6,427+291.8% | $4,660+440.5% |
| Participant deferral / active EE | $60,500 | $9,806+517.0% | $9,131+562.6% | $6,688+804.6% |
| Admin fee / account holder | $172,368 | $16,364+953.4% | $13,901+1140.0% | $13,397+1186.6% |