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 | $628,467 | $238,490+163.5% | $180,183+248.8% | $142,382+341.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 15.17% | 33.56%-18.4pp | 27.86%-12.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $30,604 | $6,143+398.2% | $5,039+507.4% | $4,299+611.9% |
| Participant deferral / active EE | $18,605 | $7,996+132.7% | $6,822+172.7% | $6,507+185.9% |
| Admin fee / account holder | $14,744 | $28,866-48.9% | $19,975-26.2% | $12,624+16.8% |