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 | $742,921 | $209,411+254.8% | $178,490+316.2% | $158,922+367.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.89% | 188.75%-159.9pp | 151.07%-122.2pp | 302.83%-273.9pp |
| Employer contribution / active EE | $8,094 | $5,706+41.8% | $5,011+61.5% | $4,761+70.0% |
| Participant deferral / active EE | $4,723 | $5,954-20.7% | $5,202-9.2% | $5,982-21.1% |
| Admin fee / account holder | $1,175 | $17,074-93.1% | $13,984-91.6% | $11,246-89.6% |