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 9-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 | $478,450 | $209,411+128.5% | $178,490+168.1% | $158,922+201.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.93% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,193 | $5,706-79.1% | $5,011-76.2% | $4,761-74.9% |
| Participant deferral / active EE | $2,662 | $5,954-55.3% | $5,202-48.8% | $5,982-55.5% |
| Admin fee / account holder | $23,727 | $17,074+39.0% | $13,984+69.7% | $11,246+111.0% |