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 | $740,236 | $104,974+605.2% | $95,585+674.4% | $142,382+419.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.99% | 210.33%-195.3pp | 38.56%-23.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,198 | $2,779+51.1% | $2,527+66.2% | $4,299-2.3% |
| Participant deferral / active EE | $14,106 | $4,352+224.1% | $4,023+250.7% | $6,507+116.8% |
| Admin fee / account holder | $2,694 | $6,386-57.8% | $6,127-56.0% | $12,624-78.7% |