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 | $681,596 | $176,812+285.5% | $146,665+364.7% | $167,490+306.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.28% | 24.03%-7.8pp | 22.74%-6.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $18,930 | $5,160+266.9% | $4,136+357.7% | $4,837+291.3% |
| Participant deferral / active EE | $19,020 | $6,440+195.4% | $5,506+245.4% | $6,341+199.9% |
| Admin fee / account holder | $2,269 | $13,259-82.9% | $10,280-77.9% | $12,309-81.6% |