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 | $658,137 | $175,202+275.6% | $149,673+339.7% | $139,434+372.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.93% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $28,526 | $5,474+421.1% | $4,818+492.1% | $4,751+500.4% |
| Participant deferral / active EE | $3,802 | $6,519-41.7% | $5,680-33.1% | $6,710-43.3% |
| Admin fee / account holder | $12,797 | $16,150-20.8% | $13,210-3.1% | $11,403+12.2% |