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 | $643,406 | $201,272+219.7% | $184,203+249.3% | $145,922+340.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.27% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $19,085 | $7,022+171.8% | $6,427+196.9% | $4,660+309.6% |
| Participant deferral / active EE | $25,612 | $9,806+161.2% | $9,131+180.5% | $6,688+283.0% |
| Admin fee / account holder | $2,089 | $16,364-87.2% | $13,901-85.0% | $13,397-84.4% |