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 | $524,076 | $175,202+199.1% | $149,673+250.1% | $139,434+275.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.87% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,513 | $5,474+0.7% | $4,818+14.4% | $4,751+16.0% |
| Participant deferral / active EE | $11,773 | $6,519+80.6% | $5,680+107.3% | $6,710+75.4% |
| Admin fee / account holder | $19,194 | $16,150+18.8% | $13,210+45.3% | $11,403+68.3% |