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 | $889,274 | $163,101+445.2% | $136,749+550.3% | $142,382+524.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $14,533 | $4,117+253.0% | $3,400+327.5% | $4,299+238.0% |
| Participant deferral / active EE | $3,195 | $5,585-42.8% | $4,692-31.9% | $6,507-50.9% |
| Admin fee / account holder | $77,156 | $14,318+438.9% | $11,386+577.6% | $12,624+511.2% |