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 | $684,496 | $154,117+344.1% | $129,995+426.6% | $139,434+390.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.98% | 32.48%-12.5pp | -137.18%+157.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $18,787 | $5,289+255.2% | $4,320+334.9% | $4,751+295.5% |
| Participant deferral / active EE | $18,681 | $6,710+178.4% | $5,820+221.0% | $6,710+178.4% |
| Admin fee / account holder | $11,998 | $14,007-14.3% | $10,614+13.0% | $11,403+5.2% |