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 | $988,831 | $181,894+443.6% | $156,549+531.6% | $273,961+260.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.38% | 30.74%-24.4pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $34,763 | $6,248+456.4% | $5,501+531.9% | $4,869+614.0% |
| Participant deferral / active EE | $22,636 | $5,550+307.9% | $4,871+364.7% | $5,287+328.1% |
| Admin fee / account holder | $72,404 | $15,559+365.3% | $13,027+455.8% | $10,132+614.6% |