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 | $709,428 | $127,065+458.3% | $113,168+526.9% | $142,382+398.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.67% | 24.03%-9.4pp | 24.27%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $18,008 | $3,442+423.2% | $2,975+505.3% | $4,299+318.9% |
| Participant deferral / active EE | $7,648 | $5,716+33.8% | $5,107+49.8% | $6,507+17.5% |
| Admin fee / account holder | $8,513 | $15,736-45.9% | $12,068-29.5% | $12,624-32.6% |