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 | $539,101 | $117,841+357.5% | $102,423+426.3% | $145,922+269.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.71% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $5,295 | $3,615+46.5% | $3,023+75.1% | $4,660+13.6% |
| Participant deferral / active EE | $7,908 | $5,731+38.0% | $5,053+56.5% | $6,688+18.2% |
| Admin fee / account holder | $18,996 | $13,326+42.5% | $9,451+101.0% | $13,397+41.8% |