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 | $1,021,304 | $293,860+247.5% | $237,244+330.5% | $357,791+185.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 15.46% | 4677.97%-4662.5pp | 4131.29%-4115.8pp | 396.79%-381.3pp |
| Employer contribution / active EE | $12,375 | $5,523+124.1% | $4,351+184.4% | $7,508+64.8% |
| Participant deferral / active EE | $12,917 | $4,397+193.8% | $4,056+218.5% | $5,521+134.0% |
| Admin fee / account holder | $23,915 | $21,223+12.7% | $18,030+32.6% | $28,387-15.8% |