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 | $829,311 | $117,983+602.9% | $101,794+714.7% | $142,382+482.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.33% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $21,657 | $2,773+681.1% | $2,289+846.2% | $4,299+403.8% |
| Participant deferral / active EE | $12,003 | $4,714+154.7% | $4,084+193.9% | $6,507+84.5% |
| Admin fee / account holder | $8,464 | $10,433-18.9% | $8,777-3.6% | $12,624-32.9% |