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 | $618,200 | $201,272+207.1% | $184,203+235.6% | $145,922+323.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.24% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $9,825 | $7,022+39.9% | $6,427+52.9% | $4,660+110.8% |
| Participant deferral / active EE | $20,095 | $9,806+104.9% | $9,131+120.1% | $6,688+200.5% |
| Admin fee / account holder | $5,273 | $16,364-67.8% | $13,901-62.1% | $13,397-60.6% |