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 | $686,449 | $169,032+306.1% | $129,207+431.3% | $145,922+370.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.70% | 14330.11%-14311.4pp | 9417.33%-9398.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $800 | $5,537-85.6% | $4,153-80.7% | $4,660-82.8% |
| Participant deferral / active EE | $4,354 | $4,987-12.7% | $4,168+4.5% | $6,688-34.9% |
| Admin fee / account holder | $4,373 | $9,954-56.1% | $7,715-43.3% | $13,397-67.4% |