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 | $932,519 | $297,529+213.4% | $246,525+278.3% | $357,791+160.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 26.01% | -2.25%+28.3pp | 0.46%+25.5pp | 396.79%-370.8pp |
| Employer contribution / active EE | $19,943 | $8,709+129.0% | $7,467+167.1% | $7,508+165.6% |
| Participant deferral / active EE | $13,226 | $6,076+117.7% | $5,422+143.9% | $5,521+139.6% |
| Admin fee / account holder | $8,602 | $16,212-46.9% | $16,551-48.0% | $28,387-69.7% |