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 | $982,268 | $201,272+388.0% | $184,203+433.3% | $145,922+573.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.04% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $7,750 | $7,022+10.4% | $6,427+20.6% | $4,660+66.3% |
| Participant deferral / active EE | $13,884 | $9,806+41.6% | $9,131+52.0% | $6,688+107.6% |
| Admin fee / account holder | $35,750 | $16,364+118.5% | $13,901+157.2% | $13,397+166.9% |