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 | $995,310 | $117,841+744.6% | $102,423+871.8% | $145,922+582.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $11,028 | $3,615+205.1% | $3,023+264.8% | $4,660+136.7% |
| Participant deferral / active EE | $7,185 | $5,731+25.4% | $5,053+42.2% | $6,688+7.4% |
| Admin fee / account holder | $15,167 | $13,326+13.8% | $9,451+60.5% | $13,397+13.2% |