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 | $933,857 | $176,056+430.4% | $159,436+485.7% | $167,490+457.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.89% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,494 | $5,297-34.0% | $4,829-27.7% | $4,837-27.8% |
| Participant deferral / active EE | $10,602 | $7,750+36.8% | $7,352+44.2% | $6,341+67.2% |
| Admin fee / account holder | $23,503 | $12,554+87.2% | $10,799+117.7% | $12,309+90.9% |