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 | $902,735 | $177,572+408.4% | $154,803+483.2% | $142,382+534.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.88% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $48,438 | $4,810+906.9% | $4,305+1025.0% | $4,299+1026.7% |
| Participant deferral / active EE | $32,135 | $6,272+412.4% | $5,540+480.0% | $6,507+393.8% |
| Admin fee / account holder | $132,971 | $16,786+692.2% | $14,329+828.0% | $12,624+953.3% |