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 | $766,219 | $159,602+380.1% | $150,045+410.7% | $142,382+438.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.59% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,510 | $4,961+11.1% | $4,693+17.4% | $4,299+28.2% |
| Participant deferral / active EE | $6,120 | $8,310-26.4% | $7,997-23.5% | $6,507-6.0% |
| Admin fee / account holder | $304,602 | $14,846+1951.7% | $13,435+2167.3% | $12,624+2312.9% |