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 | $952,939 | $106,584+794.1% | $101,326+840.5% | $142,382+569.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.58% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,419 | $3,956-13.6% | $3,665-6.7% | $4,299-20.5% |
| Participant deferral / active EE | $7,981 | $8,297-3.8% | $7,994-0.2% | $6,507+22.6% |
| Admin fee / account holder | $125,560 | $11,446+997.0% | $11,185+1022.6% | $12,624+894.6% |