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 | $486,819 | $172,478+182.2% | $145,661+234.2% | $142,382+241.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 16.56% | 151.09%-134.5pp | 101.46%-84.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $11,055 | $4,899+125.6% | $4,238+160.9% | $4,299+157.1% |
| Participant deferral / active EE | $14,293 | $8,348+71.2% | $7,198+98.6% | $6,507+119.7% |
| Admin fee / account holder | $1,446 | $16,864-91.4% | $12,466-88.4% | $12,624-88.5% |