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 | $840,436 | $217,402+286.6% | $185,823+352.3% | $167,490+401.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.71% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $32,978 | $5,873+461.5% | $5,167+538.2% | $4,837+581.7% |
| Participant deferral / active EE | $3,108 | $6,356-51.1% | $5,568-44.2% | $6,341-51.0% |
| Admin fee / account holder | $4,941 | $19,811-75.1% | $16,237-69.6% | $12,309-59.9% |