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 | $995,912 | $209,832+374.6% | $189,513+425.5% | $167,490+494.6% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 21.64% | 748.27%-726.6pp | 555.15%-533.5pp | 478.56%-456.9pp |
| Employer contribution / active EE | $8,294 | $6,914+20.0% | $6,162+34.6% | $4,837+71.4% |
| Participant deferral / active EE | $9,000 | $8,935+0.7% | $8,221+9.5% | $6,341+41.9% |
| Admin fee / account holder | $4,644 | $14,293-67.5% | $12,045-61.4% | $12,309-62.3% |