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 | $582,548 | $179,726+224.1% | $156,263+272.8% | $142,382+309.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.87% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,620 | $5,069-68.1% | $4,333-62.6% | $4,299-62.3% |
| Participant deferral / active EE | $6,444 | $6,956-7.4% | $6,158+4.6% | $6,507-1.0% |
| Admin fee / account holder | $19,176 | $17,272+11.0% | $14,255+34.5% | $12,624+51.9% |