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 | $554,366 | $201,272+175.4% | $184,203+201.0% | $145,922+279.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 29.00%-12.3pp | 28.81%-12.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $16,162 | $7,022+130.2% | $6,427+151.5% | $4,660+246.8% |
| Participant deferral / active EE | $14,544 | $9,806+48.3% | $9,131+59.3% | $6,688+117.5% |
| Admin fee / account holder | $6,723 | $16,364-58.9% | $13,901-51.6% | $13,397-49.8% |