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 | $689,579 | $209,411+229.3% | $178,490+286.3% | $158,922+333.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.81% | 188.75%-170.9pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,254 | $5,706-43.0% | $5,011-35.1% | $4,761-31.7% |
| Participant deferral / active EE | $10,344 | $5,954+73.7% | $5,202+98.9% | $5,982+72.9% |
| Admin fee / account holder | $58,210 | $17,074+240.9% | $13,984+316.3% | $11,246+417.6% |