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 | $715,504 | $176,056+306.4% | $159,436+348.8% | $167,490+327.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.06% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $29,071 | $5,297+448.8% | $4,829+502.0% | $4,837+500.9% |
| Participant deferral / active EE | $4,363 | $7,750-43.7% | $7,352-40.7% | $6,341-31.2% |
| Admin fee / account holder | $9,493 | $12,554-24.4% | $10,799-12.1% | $12,309-22.9% |