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 | $719,594 | $201,272+257.5% | $184,203+290.7% | $145,922+393.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 31.18% | 29.00%+2.2pp | 28.81%+2.4pp | 561.29%-530.1pp |
| Employer contribution / active EE | $41,875 | $7,022+496.4% | $6,427+551.5% | $4,660+798.7% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,131+25.9% | $6,688+72.0% |
| Admin fee / account holder | $11,615 | $16,364-29.0% | $13,901-16.4% | $13,397-13.3% |