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 | $689,915 | $176,812+290.2% | $146,665+370.4% | $167,490+311.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.09% | 24.03%-6.9pp | 22.74%-5.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $9,448 | $5,160+83.1% | $4,136+128.4% | $4,837+95.3% |
| Participant deferral / active EE | $3,207 | $6,440-50.2% | $5,506-41.8% | $6,341-49.4% |
| Admin fee / account holder | $72,910 | $13,259+449.9% | $10,280+609.3% | $12,309+492.3% |