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 | $934,087 | $127,065+635.1% | $113,168+725.4% | $142,382+556.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.11% | 24.03%-8.9pp | 24.27%-9.2pp | 217.08%-202.0pp |
| Employer contribution / active EE | $23,188 | $3,442+573.7% | $2,975+679.4% | $4,299+439.4% |
| Participant deferral / active EE | $7,062 | $5,716+23.5% | $5,107+38.3% | $6,507+8.5% |
| Admin fee / account holder | $11,130 | $15,736-29.3% | $12,068-7.8% | $12,624-11.8% |