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 7-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 | $665,147 | $176,056+277.8% | $159,436+317.2% | $167,490+297.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.42% | 331.75%-320.3pp | 263.57%-252.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,469 | $5,297-34.5% | $4,829-28.2% | $4,837-28.3% |
| Participant deferral / active EE | $11,208 | $7,750+44.6% | $7,352+52.4% | $6,341+76.8% |
| Admin fee / account holder | $4,465 | $12,554-64.4% | $10,799-58.7% | $12,309-63.7% |