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 | $746,954 | $127,777+484.6% | $106,548+601.0% | $167,490+346.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.29% | 33.87%-18.6pp | 26.80%-11.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $4,447 | $3,427+29.8% | $2,819+57.7% | $4,837-8.1% |
| Participant deferral / active EE | $18,167 | $5,087+257.1% | $4,398+313.1% | $6,341+186.5% |
| Admin fee / account holder | $3,539 | $11,228-68.5% | $7,407-52.2% | $12,309-71.2% |