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 | $623,820 | $148,978+318.7% | $200,582+211.0% | $84,808+635.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 19.30% | 28.16%-8.9pp | 42.33%-23.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $20,556 | $4,815+326.9% | $6,419+220.2% | $2,631+681.3% |
| Participant deferral / active EE | $12,903 | $7,142+80.7% | $9,331+38.3% | $4,212+206.4% |
| Admin fee / account holder | $6,132 | $13,977-56.1% | $16,305-62.4% | $7,344-16.5% |