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 | $468,712 | $148,534+215.6% | $135,903+244.9% | $139,434+236.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.65% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $5,175 | $5,243-1.3% | $4,856+6.6% | $4,751+8.9% |
| Participant deferral / active EE | $18,821 | $8,100+132.4% | $7,758+142.6% | $6,710+180.5% |
| Admin fee / account holder | $549 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |