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 | $623,891 | $106,515+485.7% | $96,683+545.3% | $139,434+347.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.12% | 38.43%-24.3pp | 35.69%-21.6pp | 372.94%-358.8pp |
| Employer contribution / active EE | $17,878 | $4,103+335.7% | $3,737+378.4% | $4,751+276.3% |
| Participant deferral / active EE | $12,364 | $5,454+126.7% | $4,878+153.5% | $6,710+84.3% |
| Admin fee / account holder | $2,283 | $7,877-71.0% | $6,730-66.1% | $11,403-80.0% |