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 | $545,240 | $217,402+150.8% | $185,823+193.4% | $167,490+225.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.75% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,144 | $5,873-29.4% | $5,167-19.8% | $4,837-14.3% |
| Participant deferral / active EE | $14,081 | $6,356+121.5% | $5,568+152.9% | $6,341+122.1% |
| Admin fee / account holder | $3,107 | $19,811-84.3% | $16,237-80.9% | $12,309-74.8% |