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 | $654,028 | $297,529+119.8% | $246,525+165.3% | $357,791+82.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 20.09% | -2.25%+22.3pp | 0.46%+19.6pp | 396.79%-376.7pp |
| Employer contribution / active EE | $44,985 | $8,709+416.5% | $7,467+502.5% | $7,508+499.2% |
| Participant deferral / active EE | $13,546 | $6,076+123.0% | $5,422+149.8% | $5,521+145.4% |
| Admin fee / account holder | $87,814 | $16,212+441.7% | $16,551+430.6% | $28,387+209.3% |