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 | $766,797 | $177,572+331.8% | $154,803+395.3% | $142,382+438.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $33,214 | $4,810+590.5% | $4,305+671.4% | $4,299+672.6% |
| Participant deferral / active EE | $23,357 | $6,272+272.4% | $5,540+321.6% | $6,507+258.9% |
| Admin fee / account holder | $16,459 | $16,786-1.9% | $14,329+14.9% | $12,624+30.4% |