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 | $810,294 | $148,534+445.5% | $135,903+496.2% | $139,434+481.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.15% | 79.19%-66.0pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,078 | $5,243-60.4% | $4,856-57.2% | $4,751-56.3% |
| Participant deferral / active EE | $7,498 | $8,100-7.4% | $7,758-3.4% | $6,710+11.7% |
| Admin fee / account holder | $19,365 | $12,400+56.2% | $10,762+79.9% | $11,403+69.8% |