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 | $660,433 | $238,490+176.9% | $180,183+266.5% | $142,382+363.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 10.91% | 33.56%-22.6pp | 27.86%-16.9pp | 217.08%-206.2pp |
| Employer contribution / active EE | $24,403 | $6,143+297.3% | $5,039+384.3% | $4,299+467.6% |
| Participant deferral / active EE | $28,604 | $7,996+257.7% | $6,822+319.3% | $6,507+339.6% |
| Admin fee / account holder | $536,616 | $28,866+1759.0% | $19,975+2586.4% | $12,624+4150.9% |