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 | $993,813 | $183,519+441.5% | $155,509+539.1% | $145,922+581.1% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 33.19% | 61.17%-28.0pp | 64.67%-31.5pp | 561.29%-528.1pp |
| Employer contribution / active EE | $1,811 | $5,313-65.9% | $4,672-61.2% | $4,660-61.1% |
| Participant deferral / active EE | $2,143 | $6,462-66.8% | $5,626-61.9% | $6,688-68.0% |
| Admin fee / account holder | $255,414 | $19,313+1222.5% | $15,912+1505.2% | $13,397+1806.5% |