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 | $551,853 | $135,952+305.9% | $123,892+345.4% | $273,961+101.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.20% | 56.63%-45.4pp | 47.52%-36.3pp | 41.45%-30.3pp |
| Employer contribution / active EE | $41,907 | $5,170+710.6% | $4,617+807.7% | $4,869+760.7% |
| Participant deferral / active EE | $8,400 | $6,343+32.4% | $5,984+40.4% | $5,287+58.9% |
| Admin fee / account holder | $12,098 | $9,817+23.2% | $8,357+44.8% | $10,132+19.4% |