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 | $687,946 | $201,272+241.8% | $184,203+273.5% | $145,922+371.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.83% | 29.00%-1.2pp | 28.81%-1.0pp | 561.29%-533.5pp |
| Employer contribution / active EE | $42,663 | $7,022+507.6% | $6,427+563.8% | $4,660+815.6% |
| Participant deferral / active EE | $19,538 | $9,806+99.2% | $9,131+114.0% | $6,688+192.1% |
| Admin fee / account holder | $5,348 | $16,364-67.3% | $13,901-61.5% | $13,397-60.1% |