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 6-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 | $549,503 | $176,056+212.1% | $159,436+244.7% | $167,490+228.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.58% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $4,369 | $5,297-17.5% | $4,829-9.5% | $4,837-9.7% |
| Participant deferral / active EE | $8,482 | $7,750+9.4% | $7,352+15.4% | $6,341+33.8% |
| Admin fee / account holder | $15,388 | $12,554+22.6% | $10,799+42.5% | $12,309+25.0% |