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 | $599,104 | $201,272+197.7% | $184,203+225.2% | $145,922+310.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.15% | 29.00%-12.9pp | 28.81%-12.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $10,136 | $7,022+44.4% | $6,427+57.7% | $4,660+117.5% |
| Participant deferral / active EE | $16,898 | $9,806+72.3% | $9,131+85.1% | $6,688+152.7% |
| Admin fee / account holder | $24,232 | $16,364+48.1% | $13,901+74.3% | $13,397+80.9% |