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 | $606,047 | $176,056+244.2% | $159,436+280.1% | $167,490+261.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.27% | 331.75%-315.5pp | 263.57%-247.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $23,870 | $5,297+350.6% | $4,829+394.3% | $4,837+393.4% |
| Participant deferral / active EE | $24,249 | $7,750+212.9% | $7,352+229.8% | $6,341+282.4% |
| Admin fee / account holder | $3,372 | $12,554-73.1% | $10,799-68.8% | $12,309-72.6% |