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 | $515,102 | $85,006+506.0% | $76,190+576.1% | $145,922+253.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.59% | 13.11%+0.5pp | 13.78%-0.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $29,495 | $5,265+460.2% | $4,578+544.2% | $4,660+533.0% |
| Participant deferral / active EE | $17,024 | $6,392+166.3% | $5,474+211.0% | $6,688+154.5% |
| Admin fee / account holder | $1,613 | $5,760-72.0% | $5,123-68.5% | $13,397-88.0% |