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 | $869,776 | $157,256+453.1% | $141,162+516.2% | $152,861+469.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.07% | 64.32%-49.3pp | 71.39%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $21,783 | $5,261+314.1% | $4,735+360.0% | $4,762+357.4% |
| Participant deferral / active EE | $15,002 | $7,109+111.0% | $6,709+123.6% | $5,850+156.4% |
| Admin fee / account holder | $7,769 | $12,120-35.9% | $10,261-24.3% | $11,596-33.0% |