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 | $956,197 | $142,405+571.5% | $115,157+730.3% | $152,861+525.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.74% | 41.48%-18.7pp | 35.60%-12.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $8,333 | $4,010+107.8% | $3,179+162.2% | $4,762+75.0% |
| Participant deferral / active EE | $4,167 | $5,164-19.3% | $4,1680% | $5,850-28.8% |
| Admin fee / account holder | $3,527 | $8,462-58.3% | $7,088-50.2% | $11,596-69.6% |