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 | $517,205 | $175,202+195.2% | $149,673+245.6% | $139,434+270.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.27% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,839 | $5,474-29.9% | $4,818-20.3% | $4,751-19.2% |
| Participant deferral / active EE | $7,670 | $6,519+17.7% | $5,680+35.0% | $6,710+14.3% |
| Admin fee / account holder | $24,916 | $16,150+54.3% | $13,210+88.6% | $11,403+118.5% |