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 | $963,678 | $183,963+423.8% | $162,163+494.3% | $152,861+530.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.78% | 150.76%-136.0pp | 115.59%-100.8pp | 345.32%-330.5pp |
| Employer contribution / active EE | $35,283 | $6,371+453.8% | $5,614+528.5% | $4,762+640.9% |
| Participant deferral / active EE | $5,637 | $8,034-29.8% | $7,298-22.8% | $5,850-3.6% |
| Admin fee / account holder | $50,159 | $13,121+282.3% | $10,843+362.6% | $11,596+332.5% |