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 | $477,677 | $127,777+273.8% | $106,548+348.3% | $167,490+185.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 37.73% | 33.87%+3.9pp | 26.80%+10.9pp | 478.56%-440.8pp |
| Employer contribution / active EE | $3,389 | $3,427-1.1% | $2,819+20.2% | $4,837-29.9% |
| Participant deferral / active EE | $18,365 | $5,087+261.0% | $4,398+317.6% | $6,341+189.6% |
| Admin fee / account holder | $615 | $11,228-94.5% | $7,407-91.7% | $12,309-95.0% |