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 9-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 | $584,335 | $180,449+223.8% | $154,107+279.2% | $135,375+331.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.41% | 888.09%-879.7pp | 735.12%-726.7pp | 519.73%-511.3pp |
| Employer contribution / active EE | $6,138 | $6,035+1.7% | $5,298+15.9% | $4,779+28.4% |
| Participant deferral / active EE | $24,000 | $5,806+313.4% | $5,081+372.4% | $5,609+327.9% |
| Admin fee / account holder | $19,189 | $16,143+18.9% | $13,411+43.1% | $10,827+77.2% |