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 | $579,154 | $124,281+366.0% | $109,143+430.6% | $167,490+245.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.89% | 26.04%-12.1pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $24,444 | $4,207+481.0% | $3,722+556.8% | $4,837+405.3% |
| Participant deferral / active EE | $1,609 | $5,255-69.4% | $4,653-65.4% | $6,341-74.6% |
| Admin fee / account holder | $9,495 | $7,970+19.1% | $6,752+40.6% | $12,309-22.9% |