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 9-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 | $741,318 | $217,402+241.0% | $185,823+298.9% | $167,490+342.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.21% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $10,748 | $5,873+83.0% | $5,167+108.0% | $4,837+122.2% |
| Participant deferral / active EE | $10,209 | $6,356+60.6% | $5,568+83.4% | $6,341+61.0% |
| Admin fee / account holder | $11,821 | $19,811-40.3% | $16,237-27.2% | $12,309-4.0% |