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 | $767,445 | $148,978+415.1% | $200,582+282.6% | $84,808+804.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.02% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $35,375 | $4,815+634.7% | $6,419+451.1% | $2,631+1244.6% |
| Participant deferral / active EE | $27,672 | $7,142+287.5% | $9,331+196.6% | $4,212+557.0% |
| Admin fee / account holder | $49,993 | $13,977+257.7% | $16,305+206.6% | $7,344+580.8% |