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 | $416,767 | $201,272+107.1% | $184,203+126.3% | $145,922+185.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.08% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $17,607 | $7,022+150.8% | $6,427+174.0% | $4,660+277.9% |
| Participant deferral / active EE | $18,138 | $9,806+85.0% | $9,131+98.6% | $6,688+171.2% |
| Admin fee / account holder | $9,912 | $16,364-39.4% | $13,901-28.7% | $13,397-26.0% |