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 | $533,566 | $202,318+163.7% | $172,739+208.9% | $152,861+249.1% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 23.50% | 1029.65%-1006.2pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,591 | $5,856-38.7% | $5,143-30.2% | $4,762-24.6% |
| Participant deferral / active EE | $7,964 | $5,948+33.9% | $5,198+53.2% | $5,850+36.1% |
| Admin fee / account holder | $14,784 | $17,109-13.6% | $13,954+5.9% | $11,596+27.5% |