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 | $846,326 | $127,065+566.1% | $113,168+647.9% | $142,382+494.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.35% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $13,306 | $3,442+286.6% | $2,975+347.2% | $4,299+209.5% |
| Participant deferral / active EE | $6,336 | $5,716+10.8% | $5,107+24.1% | $6,507-2.6% |
| Admin fee / account holder | $255,892 | $15,736+1526.2% | $12,068+2020.5% | $12,624+1927.1% |