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 | $607,571 | $176,056+245.1% | $159,436+281.1% | $167,490+262.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 32.18% | 331.75%-299.6pp | 263.57%-231.4pp | 478.56%-446.4pp |
| Employer contribution / active EE | $11,108 | $5,297+109.7% | $4,829+130.0% | $4,837+129.6% |
| Participant deferral / active EE | $7,875 | $7,750+1.6% | $7,352+7.1% | $6,341+24.2% |
| Admin fee / account holder | $3,700 | $12,554-70.5% | $10,799-65.7% | $12,309-69.9% |