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 | $828,176 | $217,402+280.9% | $185,823+345.7% | $167,490+394.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 10.26% | 148.36%-138.1pp | 122.05%-111.8pp | 478.56%-468.3pp |
| Employer contribution / active EE | $20,404 | $5,873+247.4% | $5,167+294.9% | $4,837+321.8% |
| Participant deferral / active EE | $13,483 | $6,356+112.1% | $5,568+142.2% | $6,341+112.6% |
| Admin fee / account holder | $293,619 | $19,811+1382.1% | $16,237+1708.3% | $12,309+2285.4% |