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 | $533,165 | $209,411+154.6% | $178,490+198.7% | $158,922+235.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.11% | 188.75%-175.6pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,604 | $5,706-71.9% | $5,011-68.0% | $4,761-66.3% |
| Participant deferral / active EE | $6,883 | $5,954+15.6% | $5,202+32.3% | $5,982+15.1% |
| Admin fee / account holder | $2,195 | $17,074-87.1% | $13,984-84.3% | $11,246-80.5% |