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 | $494,024 | $106,584+363.5% | $101,326+387.6% | $142,382+247.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.44% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,376 | $3,956-14.7% | $3,665-7.9% | $4,299-21.5% |
| Participant deferral / active EE | $28,500 | $8,297+243.5% | $7,994+256.5% | $6,507+338.0% |
| Admin fee / account holder | $2,185 | $11,446-80.9% | $11,185-80.5% | $12,624-82.7% |