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 | $913,180 | $176,056+418.7% | $159,436+472.8% | $167,490+445.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.21% | 331.75%-309.5pp | 263.57%-241.4pp | 478.56%-456.3pp |
| Employer contribution / active EE | $5,556 | $5,297+4.9% | $4,829+15.0% | $4,837+14.8% |
| Participant deferral / active EE | $8,213 | $7,750+6.0% | $7,352+11.7% | $6,341+29.5% |
| Admin fee / account holder | $9,197 | $12,554-26.7% | $10,799-14.8% | $12,309-25.3% |