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 | $988,940 | $175,202+464.5% | $149,673+560.7% | $139,434+609.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.76% | 166.71%-149.0pp | 134.42%-116.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $46,200 | $5,474+744.0% | $4,818+859.0% | $4,751+872.5% |
| Participant deferral / active EE | $23,133 | $6,519+254.9% | $5,680+307.3% | $6,710+244.7% |
| Admin fee / account holder | $4,863 | $16,150-69.9% | $13,210-63.2% | $11,403-57.4% |