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 | $503,319 | $201,272+150.1% | $184,203+173.2% | $145,922+244.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.48% | 29.00%-4.5pp | 28.81%-4.3pp | 561.29%-536.8pp |
| Employer contribution / active EE | $6,652 | $7,022-5.3% | $6,427+3.5% | $4,660+42.7% |
| Participant deferral / active EE | $34,912 | $9,806+256.0% | $9,131+282.3% | $6,688+422.0% |
| Admin fee / account holder | $2,536 | $16,364-84.5% | $13,901-81.8% | $13,397-81.1% |