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 | $717,488 | $214,378+234.7% | $200,582+257.7% | $142,382+403.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.79% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $5,704 | $6,841-16.6% | $6,419-11.1% | $4,299+32.7% |
| Participant deferral / active EE | $8,910 | $9,865-9.7% | $9,331-4.5% | $6,507+36.9% |
| Admin fee / account holder | $13,371 | $17,692-24.4% | $16,305-18.0% | $12,624+5.9% |