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 | $554,255 | $172,478+221.3% | $145,661+280.5% | $142,382+289.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.64% | 151.09%-136.5pp | 101.46%-86.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $17,197 | $4,899+251.0% | $4,238+305.8% | $4,299+300.0% |
| Participant deferral / active EE | $13,333 | $8,348+59.7% | $7,198+85.2% | $6,507+104.9% |
| Admin fee / account holder | $25,331 | $16,864+50.2% | $12,466+103.2% | $12,624+100.7% |