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 | $414,463 | $201,272+105.9% | $184,203+125.0% | $145,922+184.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.04% | 29.00%-8.0pp | 28.81%-7.8pp | 561.29%-540.2pp |
| Employer contribution / active EE | $9,736 | $7,022+38.7% | $6,427+51.5% | $4,660+108.9% |
| Participant deferral / active EE | $12,015 | $9,806+22.5% | $9,131+31.6% | $6,688+79.7% |
| Admin fee / account holder | $10,525 | $16,364-35.7% | $13,901-24.3% | $13,397-21.4% |