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 | $496,537 | $201,272+146.7% | $184,203+169.6% | $145,922+240.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.51% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $26,500 | $7,022+277.4% | $6,427+312.3% | $4,660+468.7% |
| Participant deferral / active EE | $21,850 | $9,806+122.8% | $9,131+139.3% | $6,688+226.7% |
| Admin fee / account holder | $3,580 | $16,364-78.1% | $13,901-74.2% | $13,397-73.3% |