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 | $824,323 | $96,484+754.4% | $75,886+986.3% | $152,861+439.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 35.06% | 33.98%+1.1pp | 30.76%+4.3pp | 345.32%-310.3pp |
| Employer contribution / active EE | $21,735 | $3,309+556.8% | $2,500+769.2% | $4,762+356.4% |
| Participant deferral / active EE | $15,989 | $4,553+251.2% | $3,603+343.8% | $5,850+173.3% |
| Admin fee / account holder | $3,300 | $8,078-59.1% | $5,418-39.1% | $11,596-71.5% |