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 | $579,919 | $106,584+444.1% | $101,326+472.3% | $142,382+307.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.89% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $61,500 | $3,956+1454.6% | $3,665+1577.9% | $4,299+1330.5% |
| Participant deferral / active EE | $26,250 | $8,297+216.4% | $7,994+228.4% | $6,507+303.4% |
| Admin fee / account holder | $2,026 | $11,446-82.3% | $11,185-81.9% | $12,624-84.0% |