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 | $921,977 | $106,584+765.0% | $101,326+809.9% | $142,382+547.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.36% | 36.93%-23.6pp | 36.82%-23.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $21,760 | $3,956+450.1% | $3,665+493.7% | $4,299+406.1% |
| Participant deferral / active EE | $14,034 | $8,297+69.1% | $7,994+75.6% | $6,507+115.7% |
| Admin fee / account holder | $19,671 | $11,446+71.9% | $11,185+75.9% | $12,624+55.8% |