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 | $810,631 | $148,534+445.8% | $135,903+496.5% | $139,434+481.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.88% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $24,224 | $5,243+362.0% | $4,856+398.8% | $4,751+409.9% |
| Participant deferral / active EE | $9,473 | $8,100+16.9% | $7,758+22.1% | $6,710+41.2% |
| Admin fee / account holder | $4,157 | $12,400-66.5% | $10,762-61.4% | $11,403-63.5% |