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 | $607,987 | $176,056+245.3% | $159,436+281.3% | $167,490+263.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.39% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,750 | $5,297-48.1% | $4,829-43.1% | $4,837-43.1% |
| Participant deferral / active EE | $3,933 | $7,750-49.3% | $7,352-46.5% | $6,341-38.0% |
| Admin fee / account holder | $4,738 | $12,554-62.3% | $10,799-56.1% | $12,309-61.5% |