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 | $553,142 | $93,571+491.1% | $135,903+307.0% | $75,163+635.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.75% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $16,218 | $3,537+358.6% | $4,856+234.0% | $2,670+507.5% |
| Participant deferral / active EE | $7,464 | $6,404+16.5% | $7,758-3.8% | $4,125+80.9% |
| Admin fee / account holder | $66,649 | $6,975+855.5% | $10,762+519.3% | $5,651+1079.4% |