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 | $742,867 | $127,777+481.4% | $106,548+597.2% | $167,490+343.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.70% | 33.87%-19.2pp | 26.80%-12.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $8,838 | $3,427+157.9% | $2,819+213.5% | $4,837+82.7% |
| Participant deferral / active EE | $11,808 | $5,087+132.1% | $4,398+168.5% | $6,341+86.2% |
| Admin fee / account holder | $4,258 | $11,228-62.1% | $7,407-42.5% | $12,309-65.4% |