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 | $574,755 | $106,584+439.3% | $101,326+467.2% | $142,382+303.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.39% | 36.93%-20.5pp | 36.82%-20.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $20,817 | $3,956+426.2% | $3,665+468.0% | $4,299+384.2% |
| Participant deferral / active EE | $19,975 | $8,297+140.7% | $7,994+149.9% | $6,507+207.0% |
| Admin fee / account holder | $2,510 | $11,446-78.1% | $11,185-77.6% | $12,624-80.1% |