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 | $693,085 | $201,272+244.4% | $184,203+276.3% | $145,922+375.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.49% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $9,007 | $7,022+28.3% | $6,427+40.1% | $4,660+93.3% |
| Participant deferral / active EE | $23,978 | $9,806+144.5% | $9,131+162.6% | $6,688+258.5% |
| Admin fee / account holder | $33,789 | $16,364+106.5% | $13,901+143.1% | $13,397+152.2% |