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 | $565,800 | $209,411+170.2% | $178,490+217.0% | $158,922+256.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.15% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $5,409 | $5,706-5.2% | $5,011+8.0% | $4,761+13.6% |
| Participant deferral / active EE | $17,422 | $5,954+192.6% | $5,202+234.9% | $5,982+191.2% |
| Admin fee / account holder | $45,205 | $17,074+164.8% | $13,984+223.3% | $11,246+302.0% |