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 | $526,201 | $209,832+150.8% | $189,513+177.7% | $167,490+214.2% |
| Participation rate | 94.7% | 88.7%+6.1pp | 87.8%+6.9pp | 82.1%+12.6pp |
| Annual return | 20.51% | 748.27%-727.8pp | 555.15%-534.6pp | 478.56%-458.0pp |
| Employer contribution / active EE | $7,723 | $6,914+11.7% | $6,162+25.3% | $4,837+59.7% |
| Participant deferral / active EE | $17,868 | $8,935+100.0% | $8,221+117.3% | $6,341+181.8% |
| Admin fee / account holder | $9,039 | $14,293-36.8% | $12,045-25.0% | $12,309-26.6% |