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 | $711,050 | $118,450+500.3% | $98,439+622.3% | $139,434+410.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 26.51% | 18.94%+7.6pp | 21.16%+5.4pp | 372.94%-346.4pp |
| Employer contribution / active EE | $7,427 | $3,609+105.8% | $3,048+143.7% | $4,751+56.3% |
| Participant deferral / active EE | $11,442 | $5,392+112.2% | $4,738+141.5% | $6,710+70.5% |
| Admin fee / account holder | $98,986 | $14,026+605.7% | $8,948+1006.3% | $11,403+768.1% |