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 | $827,627 | $176,056+370.1% | $159,436+419.1% | $167,490+394.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.39% | 331.75%-297.4pp | 263.57%-229.2pp | 478.56%-444.2pp |
| Employer contribution / active EE | $10,126 | $5,297+91.2% | $4,829+109.7% | $4,837+109.3% |
| Participant deferral / active EE | $5,043 | $7,750-34.9% | $7,352-31.4% | $6,341-20.5% |
| Admin fee / account holder | $10,963 | $12,554-12.7% | $10,799+1.5% | $12,309-10.9% |