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 4-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 | $663,158 | $138,347+379.3% | $184,203+260.0% | $80,856+720.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 17.33% | 20.02%-2.7pp | 28.81%-11.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $34,701 | $4,850+615.4% | $6,427+439.9% | $2,755+1159.6% |
| Participant deferral / active EE | $12,872 | $7,071+82.0% | $9,131+41.0% | $4,296+199.6% |
| Admin fee / account holder | $13,215 | $10,483+26.1% | $13,901-4.9% | $6,918+91.0% |