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 | $524,083 | $201,272+160.4% | $184,203+184.5% | $145,922+259.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $34,491 | $7,022+391.2% | $6,427+436.7% | $4,660+640.2% |
| Participant deferral / active EE | $13,401 | $9,806+36.7% | $9,131+46.8% | $6,688+100.4% |
| Admin fee / account holder | $181,526 | $16,364+1009.3% | $13,901+1205.9% | $13,397+1255.0% |