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 | $648,300 | $106,515+508.6% | $96,683+570.5% | $139,434+365.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.26% | 38.43%-13.2pp | 35.69%-10.4pp | 372.94%-347.7pp |
| Employer contribution / active EE | $11,177 | $4,103+172.4% | $3,737+199.1% | $4,751+135.3% |
| Participant deferral / active EE | $10,008 | $5,454+83.5% | $4,878+105.2% | $6,710+49.2% |
| Admin fee / account holder | $618 | $7,877-92.2% | $6,730-90.8% | $11,403-94.6% |