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 | $435,173 | $148,978+192.1% | $200,582+117.0% | $84,808+413.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.95% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $22,025 | $4,815+357.4% | $6,419+243.1% | $2,631+737.1% |
| Participant deferral / active EE | $11,908 | $7,142+66.7% | $9,331+27.6% | $4,212+182.8% |
| Admin fee / account holder | $32,496 | $13,977+132.5% | $16,305+99.3% | $7,344+342.5% |