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 | $597,938 | $202,432+195.4% | $169,368+253.0% | $139,434+328.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.28% | 531.74%-517.5pp | 405.60%-391.3pp | 372.94%-358.7pp |
| Employer contribution / active EE | $20,510 | $4,692+337.1% | $4,013+411.1% | $4,751+331.7% |
| Participant deferral / active EE | $18,745 | $6,938+170.2% | $6,221+201.3% | $6,710+179.4% |
| Admin fee / account holder | $8,982 | $10,708-16.1% | $9,003-0.2% | $11,403-21.2% |