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 | $832,943 | $117,983+606.0% | $101,794+718.3% | $142,382+485.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.44% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,896 | $2,773+4.5% | $2,289+26.5% | $4,299-32.6% |
| Participant deferral / active EE | $21,796 | $4,714+362.4% | $4,084+433.7% | $6,507+235.0% |
| Admin fee / account holder | $6,796 | $10,433-34.9% | $8,777-22.6% | $12,624-46.2% |