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 | $475,498 | $74,888+534.9% | $71,209+567.8% | $142,382+234.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.78% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,000 | $2,854+145.2% | $2,721+157.3% | $4,299+62.8% |
| Participant deferral / active EE | $34,750 | $4,454+680.1% | $4,175+732.3% | $6,507+434.0% |
| Admin fee / account holder | $6,744 | $5,568+21.1% | $5,349+26.1% | $12,624-46.6% |