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 | $864,624 | $217,402+297.7% | $185,823+365.3% | $167,490+416.2% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 25.83% | 148.36%-122.5pp | 122.05%-96.2pp | 478.56%-452.7pp |
| Employer contribution / active EE | $34,447 | $5,873+486.5% | $5,167+566.6% | $4,837+612.1% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $11,577 | $19,811-41.6% | $16,237-28.7% | $12,309-6.0% |