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 | $653,062 | $217,402+200.4% | $185,823+251.4% | $167,490+289.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.16% | 148.36%-134.2pp | 122.05%-107.9pp | 478.56%-464.4pp |
| Employer contribution / active EE | $11,530 | $5,873+96.3% | $5,167+123.1% | $4,837+138.4% |
| Participant deferral / active EE | $11,116 | $6,356+74.9% | $5,568+99.6% | $6,341+75.3% |
| Admin fee / account holder | $1,274 | $19,811-93.6% | $16,237-92.2% | $12,309-89.6% |