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 | $731,300 | $124,281+488.4% | $109,143+570.0% | $167,490+336.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.17% | 26.04%-10.9pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $13,615 | $4,207+223.6% | $3,722+265.8% | $4,837+181.4% |
| Participant deferral / active EE | $9,629 | $5,255+83.2% | $4,653+106.9% | $6,341+51.8% |
| Admin fee / account holder | $3,391 | $7,970-57.5% | $6,752-49.8% | $12,309-72.5% |