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 5-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 | $984,724 | $202,432+386.4% | $169,368+481.4% | $139,434+606.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.86% | 531.74%-515.9pp | 405.60%-389.7pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,139 | $4,692-33.1% | $4,013-21.8% | $4,751-33.9% |
| Participant deferral / active EE | $6,711 | $6,938-3.3% | $6,221+7.9% | $6,7100% |
| Admin fee / account holder | $4,933 | $10,708-53.9% | $9,003-45.2% | $11,403-56.7% |