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 | $899,634 | $201,272+347.0% | $184,203+388.4% | $145,922+516.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.26% | 29.00%-6.7pp | 28.81%-6.6pp | 561.29%-539.0pp |
| Employer contribution / active EE | $23,675 | $7,022+237.2% | $6,427+268.4% | $4,660+408.1% |
| Participant deferral / active EE | $19,407 | $9,806+97.9% | $9,131+112.5% | $6,688+190.2% |
| Admin fee / account holder | $14,822 | $16,364-9.4% | $13,901+6.6% | $13,397+10.6% |