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 | $526,952 | $127,065+314.7% | $113,168+365.6% | $142,382+270.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.78% | 24.03%-11.2pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $23,525 | $3,442+583.4% | $2,975+690.7% | $4,299+447.2% |
| Participant deferral / active EE | $12,056 | $5,716+110.9% | $5,107+136.1% | $6,507+85.3% |
| Admin fee / account holder | $703 | $15,736-95.5% | $12,068-94.2% | $12,624-94.4% |