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 | $608,389 | $110,257+451.8% | $96,544+530.2% | $139,434+336.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.50% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $17,254 | $3,620+376.7% | $2,965+481.9% | $4,751+263.2% |
| Participant deferral / active EE | $17,254 | $5,548+211.0% | $4,851+255.7% | $6,710+157.1% |
| Admin fee / account holder | $6,110 | $11,591-47.3% | $8,252-26.0% | $11,403-46.4% |