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 | $714,479 | $176,056+305.8% | $159,436+348.1% | $167,490+326.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.27% | 331.75%-305.5pp | 263.57%-237.3pp | 478.56%-452.3pp |
| Employer contribution / active EE | $11,028 | $5,297+108.2% | $4,829+128.4% | $4,837+128.0% |
| Participant deferral / active EE | $7,304 | $7,750-5.8% | $7,352-0.7% | $6,341+15.2% |
| Admin fee / account holder | $17,986 | $12,554+43.3% | $10,799+66.6% | $12,309+46.1% |