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 | $745,135 | $115,882+543.0% | $100,516+641.3% | $158,922+368.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.77% | 34.79%-27.0pp | 30.89%-23.1pp | 302.83%-295.1pp |
| Employer contribution / active EE | $27,278 | $4,103+564.8% | $3,418+698.2% | $4,761+472.9% |
| Participant deferral / active EE | $22,308 | $6,674+234.2% | $6,270+255.8% | $5,982+272.9% |
| Admin fee / account holder | $3,411 | $10,995-69.0% | $8,081-57.8% | $11,246-69.7% |