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 | $907,600 | $117,983+669.3% | $101,794+791.6% | $142,382+537.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.18% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $10,318 | $2,773+272.1% | $2,289+350.8% | $4,299+140.0% |
| Participant deferral / active EE | $15,287 | $4,714+224.3% | $4,084+274.3% | $6,507+134.9% |
| Admin fee / account holder | $40,360 | $10,433+286.8% | $8,777+359.8% | $12,624+219.7% |