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 | $738,917 | $176,056+319.7% | $159,436+363.5% | $167,490+341.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.05% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $15,000 | $5,297+183.2% | $4,829+210.6% | $4,837+210.1% |
| Participant deferral / active EE | $26,000 | $7,750+235.5% | $7,352+253.6% | $6,341+310.0% |
| Admin fee / account holder | $17,673 | $12,554+40.8% | $10,799+63.7% | $12,309+43.6% |