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 | $709,415 | $201,272+252.5% | $184,203+285.1% | $145,922+386.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 29.00%-11.5pp | 28.81%-11.3pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,914 | $7,022-30.0% | $6,427-23.5% | $4,660+5.5% |
| Participant deferral / active EE | $5,983 | $9,806-39.0% | $9,131-34.5% | $6,688-10.5% |
| Admin fee / account holder | $25,033 | $16,364+53.0% | $13,901+80.1% | $13,397+86.9% |