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 | $520,137 | $89,753+479.5% | $107,525+383.7% | $84,808+513.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.02% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $17,234 | $3,113+453.5% | $3,754+359.1% | $2,631+555.0% |
| Participant deferral / active EE | $11,249 | $4,056+177.3% | $5,116+119.9% | $4,212+167.1% |
| Admin fee / account holder | $2,764 | $7,222-61.7% | $8,919-69.0% | $7,344-62.4% |