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 | $829,394 | $176,812+369.1% | $146,665+465.5% | $167,490+395.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.79% | 24.03%-13.2pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $10,682 | $5,160+107.0% | $4,136+158.3% | $4,837+120.8% |
| Participant deferral / active EE | $12,780 | $6,440+98.5% | $5,506+132.1% | $6,341+101.5% |
| Admin fee / account holder | $5,686 | $13,259-57.1% | $10,280-44.7% | $12,309-53.8% |