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 5-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 | $727,319 | $177,572+309.6% | $154,803+369.8% | $142,382+410.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.07% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $52,545 | $4,810+992.3% | $4,305+1120.4% | $4,299+1122.2% |
| Participant deferral / active EE | $28,392 | $6,272+352.7% | $5,540+412.4% | $6,507+336.3% |
| Admin fee / account holder | $19,917 | $16,786+18.7% | $14,329+39.0% | $12,624+57.8% |