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 | $942,586 | $144,119+554.0% | $117,854+699.8% | $147,584+538.7% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 17.17% | 531.15%-514.0pp | 335.08%-317.9pp | 578.55%-561.4pp |
| Employer contribution / active EE | $9,055 | $4,896+84.9% | $3,786+139.2% | $4,876+85.7% |
| Participant deferral / active EE | $5,690 | $5,316+7.0% | $4,482+27.0% | $5,439+4.6% |
| Admin fee / account holder | $41,367 | $10,886+280.0% | $8,020+415.8% | $10,885+280.0% |