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 | $756,052 | $214,378+252.7% | $200,582+276.9% | $142,382+431.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.80% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $16,486 | $6,841+141.0% | $6,419+156.8% | $4,299+283.5% |
| Participant deferral / active EE | $18,649 | $9,865+89.0% | $9,331+99.9% | $6,507+186.6% |
| Admin fee / account holder | $11,641 | $17,692-34.2% | $16,305-28.6% | $12,624-7.8% |