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 | $833,191 | $198,466+319.8% | $170,442+388.8% | $147,584+464.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.81% | 257.29%-240.5pp | 205.93%-189.1pp | 578.55%-561.7pp |
| Employer contribution / active EE | $53,513 | $6,184+765.4% | $5,433+885.0% | $4,876+997.4% |
| Participant deferral / active EE | $3,391 | $5,629-39.8% | $4,939-31.3% | $5,439-37.6% |
| Admin fee / account holder | $3,158 | $16,852-81.3% | $13,880-77.2% | $10,885-71.0% |