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 | $568,434 | $176,056+222.9% | $159,436+256.5% | $167,490+239.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.69% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $3,603 | $5,297-32.0% | $4,829-25.4% | $4,837-25.5% |
| Participant deferral / active EE | $9,100 | $7,750+17.4% | $7,352+23.8% | $6,341+43.5% |
| Admin fee / account holder | $11,278 | $12,554-10.2% | $10,799+4.4% | $12,309-8.4% |