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 | $837,095 | $91,037+819.5% | $71,671+1068.0% | $147,584+467.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.04% | 20.48%-8.4pp | 20.65%-8.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $27,034 | $3,327+712.5% | $2,460+999.0% | $4,876+454.4% |
| Participant deferral / active EE | $20,045 | $4,498+345.6% | $3,438+483.1% | $5,439+268.6% |
| Admin fee / account holder | $480 | $8,613-94.4% | $5,558-91.4% | $10,885-95.6% |