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 | $445,107 | $123,793+259.6% | $177,821+150.3% | $79,858+457.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 36.64% | 22.82%+13.8pp | 48.32%-11.7pp | 31.71%+4.9pp |
| Employer contribution / active EE | $10,511 | $4,095+156.7% | $5,918+77.6% | $2,471+325.4% |
| Participant deferral / active EE | $10,344 | $5,956+73.7% | $7,714+34.1% | $3,740+176.6% |
| Admin fee / account holder | $4,479 | $7,243-38.2% | $12,427-64.0% | $5,306-15.6% |