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 7-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 | $556,596 | $228,332+143.8% | $185,823+199.5% | $158,922+250.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.03% | 40.80%-33.8pp | 35.95%-28.9pp | 302.83%-295.8pp |
| Employer contribution / active EE | $11,000 | $4,967+121.5% | $4,087+169.1% | $4,761+131.0% |
| Participant deferral / active EE | $26,000 | $6,415+305.3% | $5,632+361.7% | $5,982+334.6% |
| Admin fee / account holder | $17,887 | $11,864+50.8% | $9,500+88.3% | $11,246+59.1% |