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 | $687,918 | $115,770+494.2% | $101,248+579.4% | $158,922+332.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.54% | 56.14%-44.6pp | 46.47%-34.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $8,557 | $4,175+105.0% | $3,660+133.8% | $4,761+79.7% |
| Participant deferral / active EE | $20,693 | $4,957+317.4% | $4,370+373.5% | $5,982+245.9% |
| Admin fee / account holder | $239,937 | $7,245+3211.8% | $5,945+3935.6% | $11,246+2033.6% |