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 | $519,869 | $201,272+158.3% | $184,203+182.2% | $145,922+256.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.97% | 29.00%-11.0pp | 28.81%-10.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,470 | $7,022+20.6% | $6,427+31.8% | $4,660+81.8% |
| Participant deferral / active EE | $18,176 | $9,806+85.4% | $9,131+99.1% | $6,688+171.8% |
| Admin fee / account holder | $1,415 | $16,364-91.4% | $13,901-89.8% | $13,397-89.4% |