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 | $594,338 | $108,919+445.7% | $100,391+492.0% | $145,922+307.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 57.88%-44.6pp | 49.20%-35.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $22,666 | $4,419+412.9% | $3,942+475.0% | $4,660+386.4% |
| Participant deferral / active EE | $19,555 | $8,445+131.6% | $8,082+142.0% | $6,688+192.4% |
| Admin fee / account holder | $6,148 | $9,689-36.5% | $7,899-22.2% | $13,397-54.1% |