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 | $920,365 | $202,432+354.7% | $169,368+443.4% | $139,434+560.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.10% | 531.74%-519.6pp | 405.60%-393.5pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,908 | $4,692-59.3% | $4,013-52.5% | $4,751-59.8% |
| Participant deferral / active EE | $25,833 | $6,938+272.3% | $6,221+315.2% | $6,710+285.0% |
| Admin fee / account holder | $4,149 | $10,708-61.3% | $9,003-53.9% | $11,403-63.6% |