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 | $547,436 | $201,272+172.0% | $184,203+197.2% | $145,922+275.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.95% | 29.00%-2.1pp | 28.81%-1.9pp | 561.29%-534.3pp |
| Employer contribution / active EE | $18,943 | $7,022+169.8% | $6,427+194.7% | $4,660+306.5% |
| Participant deferral / active EE | $16,765 | $9,806+71.0% | $9,131+83.6% | $6,688+150.7% |
| Admin fee / account holder | $588 | $16,364-96.4% | $13,901-95.8% | $13,397-95.6% |