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 | $484,063 | $209,832+130.7% | $189,513+155.4% | $167,490+189.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.27% | 748.27%-728.0pp | 555.15%-534.9pp | 478.56%-458.3pp |
| Employer contribution / active EE | $19,785 | $6,914+186.2% | $6,162+221.1% | $4,837+309.0% |
| Participant deferral / active EE | $19,705 | $8,935+120.5% | $8,221+139.7% | $6,341+210.7% |
| Admin fee / account holder | $2,822 | $14,293-80.3% | $12,045-76.6% | $12,309-77.1% |