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 | $626,412 | $74,888+736.5% | $71,209+779.7% | $142,382+340.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.11% | 345.14%-331.0pp | 282.51%-268.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $23,829 | $2,854+734.8% | $2,721+775.8% | $4,299+454.3% |
| Participant deferral / active EE | $7,638 | $4,454+71.5% | $4,175+82.9% | $6,507+17.4% |
| Admin fee / account holder | $148,252 | $5,568+2562.4% | $5,349+2671.7% | $12,624+1074.4% |