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 | $519,198 | $165,335+214.0% | $149,696+246.8% | $158,922+226.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.89% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $6,250 | $5,103+22.5% | $4,644+34.6% | $4,761+31.3% |
| Participant deferral / active EE | $18,907 | $7,181+163.3% | $6,842+176.4% | $5,982+216.1% |
| Admin fee / account holder | $32,305 | $10,807+198.9% | $9,309+247.0% | $11,246+187.3% |