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 | $606,760 | $173,345+250.0% | $136,007+346.1% | $145,922+315.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.47% | 1163.32%-1148.8pp | 579.32%-564.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,791 | $5,278+47.6% | $4,217+84.8% | $4,660+67.2% |
| Participant deferral / active EE | $16,387 | $8,699+88.4% | $7,025+133.3% | $6,688+145.0% |
| Admin fee / account holder | $7,715 | $9,954-22.5% | $6,858+12.5% | $13,397-42.4% |