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 | $653,749 | $123,793+428.1% | $177,821+267.6% | $79,858+718.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.44% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $16,591 | $4,095+305.1% | $5,918+180.3% | $2,471+571.5% |
| Participant deferral / active EE | $12,518 | $5,956+110.2% | $7,714+62.3% | $3,740+234.7% |
| Admin fee / account holder | $9,114 | $7,243+25.8% | $12,427-26.7% | $5,306+71.8% |