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 | $529,030 | $102,828+414.5% | $105,387+402.0% | $152,861+246.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.99% | 20.85%-0.9pp | 26.82%-6.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $7,007 | $4,473+56.7% | $4,213+66.3% | $4,762+47.1% |
| Participant deferral / active EE | $10,247 | $5,465+87.5% | $5,502+86.2% | $5,850+75.2% |
| Admin fee / account holder | $30,549 | $8,683+251.8% | $6,559+365.8% | $11,596+163.4% |