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 | $488,614 | $148,534+229.0% | $135,903+259.5% | $139,434+250.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.14% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $13,901 | $5,243+165.1% | $4,856+186.3% | $4,751+192.6% |
| Participant deferral / active EE | $8,588 | $8,100+6.0% | $7,758+10.7% | $6,710+28.0% |
| Admin fee / account holder | $6,217 | $12,400-49.9% | $10,762-42.2% | $11,403-45.5% |