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 | $652,135 | $198,466+228.6% | $170,442+282.6% | $147,584+341.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.84% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $16,750 | $6,184+170.9% | $5,433+208.3% | $4,876+243.5% |
| Participant deferral / active EE | $16,375 | $5,629+190.9% | $4,939+231.5% | $5,439+201.1% |
| Admin fee / account holder | $115,677 | $16,852+586.4% | $13,880+733.4% | $10,885+962.7% |