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 | $705,578 | $148,534+375.0% | $135,903+419.2% | $139,434+406.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.95% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $6,443 | $5,243+22.9% | $4,856+32.7% | $4,751+35.6% |
| Participant deferral / active EE | $26,587 | $8,100+228.2% | $7,758+242.7% | $6,710+296.2% |
| Admin fee / account holder | $509 | $12,400-95.9% | $10,762-95.3% | $11,403-95.5% |