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 | $809,201 | $124,281+551.1% | $109,143+641.4% | $167,490+383.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.24% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $12,833 | $4,207+205.0% | $3,722+244.8% | $4,837+165.3% |
| Participant deferral / active EE | $13,000 | $5,255+147.4% | $4,653+179.4% | $6,341+105.0% |
| Admin fee / account holder | $6,610 | $7,970-17.1% | $6,752-2.1% | $12,309-46.3% |