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 | $690,958 | $185,822+271.8% | $169,993+306.5% | $139,434+395.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.54% | 60.50%-42.0pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $21,267 | $7,590+180.2% | $6,785+213.4% | $4,751+347.7% |
| Participant deferral / active EE | $17,237 | $11,622+48.3% | $10,408+65.6% | $6,710+156.9% |
| Admin fee / account holder | $7,243 | $15,381-52.9% | $12,815-43.5% | $11,403-36.5% |