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 3-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 | $979,816 | $214,378+357.1% | $200,582+388.5% | $142,382+588.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.06% | 46.41%-27.3pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $73,101 | $6,841+968.5% | $6,419+1038.8% | $4,299+1600.4% |
| Participant deferral / active EE | $61,000 | $9,865+518.4% | $9,331+553.7% | $6,507+837.4% |
| Admin fee / account holder | $13,943 | $17,692-21.2% | $16,305-14.5% | $12,624+10.5% |