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 | $768,788 | $106,584+621.3% | $101,326+658.7% | $142,382+439.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.98% | 36.93%-24.0pp | 36.82%-23.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,863 | $3,956-52.9% | $3,665-49.2% | $4,299-56.7% |
| Participant deferral / active EE | $5,386 | $8,297-35.1% | $7,994-32.6% | $6,507-17.2% |
| Admin fee / account holder | $421,678 | $11,446+3584.0% | $11,185+3670.0% | $12,624+3240.4% |