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 | $757,347 | $202,432+274.1% | $169,368+347.2% | $139,434+443.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.31% | 531.74%-509.4pp | 405.60%-383.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,846 | $4,692-60.7% | $4,013-54.0% | $4,751-61.1% |
| Participant deferral / active EE | $6,696 | $6,938-3.5% | $6,221+7.6% | $6,710-0.2% |
| Admin fee / account holder | $32,557 | $10,708+204.0% | $9,003+261.6% | $11,403+185.5% |