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 | $715,428 | $110,257+548.9% | $96,544+641.0% | $139,434+413.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.11% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $9,966 | $3,620+175.3% | $2,965+236.1% | $4,751+109.8% |
| Participant deferral / active EE | $8,418 | $5,548+51.7% | $4,851+73.5% | $6,710+25.4% |
| Admin fee / account holder | $21,184 | $11,591+82.8% | $8,252+156.7% | $11,403+85.8% |