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 | $603,552 | $176,056+242.8% | $159,436+278.6% | $167,490+260.4% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 20.73% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $17,005 | $5,297+221.0% | $4,829+252.1% | $4,837+251.5% |
| Participant deferral / active EE | $12,085 | $7,750+55.9% | $7,352+64.4% | $6,341+90.6% |
| Admin fee / account holder | $171,816 | $12,554+1268.6% | $10,799+1491.1% | $12,309+1295.9% |