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 | $582,777 | $104,974+455.2% | $95,585+509.7% | $142,382+309.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.61% | 210.33%-194.7pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $15,238 | $2,779+448.4% | $2,527+503.1% | $4,299+254.4% |
| Participant deferral / active EE | $19,245 | $4,352+342.2% | $4,023+378.4% | $6,507+195.7% |
| Admin fee / account holder | $5,479 | $6,386-14.2% | $6,127-10.6% | $12,624-56.6% |