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 | $891,934 | $107,452+730.1% | $91,541+874.4% | $142,382+526.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.29% | 22.06%-10.8pp | 20.50%-9.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $15,909 | $2,994+431.3% | $2,505+535.2% | $4,299+270.1% |
| Participant deferral / active EE | $10,807 | $4,754+127.3% | $4,008+169.7% | $6,507+66.1% |
| Admin fee / account holder | $208,611 | $8,834+2261.4% | $6,956+2898.8% | $12,624+1552.5% |