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 | $607,177 | $183,519+230.9% | $155,509+290.4% | $145,922+316.1% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 10.72% | 61.17%-50.4pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $16,246 | $5,313+205.8% | $4,672+247.7% | $4,660+248.7% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $11,312 | $19,313-41.4% | $15,912-28.9% | $13,397-15.6% |