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 | $562,576 | $117,983+376.8% | $101,794+452.7% | $142,382+295.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.48% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $13,049 | $2,773+370.6% | $2,289+470.1% | $4,299+203.5% |
| Participant deferral / active EE | $12,422 | $4,714+163.5% | $4,084+204.2% | $6,507+90.9% |
| Admin fee / account holder | $1,605 | $10,433-84.6% | $8,777-81.7% | $12,624-87.3% |