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 | $623,461 | $176,812+252.6% | $146,665+325.1% | $167,490+272.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.25% | 24.03%-7.8pp | 22.74%-6.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $12,716 | $5,160+146.4% | $4,136+207.4% | $4,837+162.9% |
| Participant deferral / active EE | $8,641 | $6,440+34.2% | $5,506+56.9% | $6,341+36.3% |
| Admin fee / account holder | $1,046 | $13,259-92.1% | $10,280-89.8% | $12,309-91.5% |