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 | $741,627 | $201,272+268.5% | $184,203+302.6% | $145,922+408.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.65% | 29.00%-9.4pp | 28.81%-9.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $22,836 | $7,022+225.2% | $6,427+255.3% | $4,660+390.1% |
| Participant deferral / active EE | $17,950 | $9,806+83.1% | $9,131+96.6% | $6,688+168.4% |
| Admin fee / account holder | $50,195 | $16,364+206.7% | $13,901+261.1% | $13,397+274.7% |