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 | $977,146 | $214,378+355.8% | $200,582+387.2% | $142,382+586.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.27% | 46.41%-27.1pp | 42.33%-23.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,937 | $6,841-42.4% | $6,419-38.7% | $4,299-8.4% |
| Participant deferral / active EE | $7,833 | $9,865-20.6% | $9,331-16.1% | $6,507+20.4% |
| Admin fee / account holder | $8,369 | $17,692-52.7% | $16,305-48.7% | $12,624-33.7% |