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 | $519,407 | $217,402+138.9% | $185,823+179.5% | $167,490+210.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.47% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $14,136 | $5,873+140.7% | $5,167+173.6% | $4,837+192.2% |
| Participant deferral / active EE | $5,688 | $6,356-10.5% | $5,568+2.1% | $6,341-10.3% |
| Admin fee / account holder | $73,297 | $19,811+270.0% | $16,237+351.4% | $12,309+495.5% |