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 | $578,602 | $148,534+289.5% | $135,903+325.7% | $139,434+315.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.62% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $8,147 | $5,243+55.4% | $4,856+67.8% | $4,751+71.5% |
| Participant deferral / active EE | $18,557 | $8,100+129.1% | $7,758+139.2% | $6,710+176.6% |
| Admin fee / account holder | $1,720 | $12,400-86.1% | $10,762-84.0% | $11,403-84.9% |