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 | $840,266 | $228,332+268.0% | $185,823+352.2% | $158,922+428.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.59% | 40.80%-28.2pp | 35.95%-23.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,399 | $4,967-51.7% | $4,087-41.3% | $4,761-49.6% |
| Participant deferral / active EE | $17,593 | $6,415+174.3% | $5,632+212.4% | $5,982+194.1% |
| Admin fee / account holder | $371 | $11,864-96.9% | $9,500-96.1% | $11,246-96.7% |