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 | $684,586 | $209,411+226.9% | $178,490+283.5% | $158,922+330.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.30% | 188.75%-157.4pp | 151.07%-119.8pp | 302.83%-271.5pp |
| Employer contribution / active EE | $21,510 | $5,706+276.9% | $5,011+329.3% | $4,761+351.8% |
| Participant deferral / active EE | $14,203 | $5,954+138.5% | $5,202+173.0% | $5,982+137.4% |
| Admin fee / account holder | $179,442 | $17,074+950.9% | $13,984+1183.2% | $11,246+1495.6% |