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 | $722,103 | $112,881+539.7% | $90,951+693.9% | $158,922+354.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.95% | 215.79%-193.8pp | 134.60%-112.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $35,667 | $2,893+1132.8% | $2,122+1580.9% | $4,761+649.1% |
| Participant deferral / active EE | $4,333 | $4,128+5.0% | $3,373+28.5% | $5,982-27.6% |
| Admin fee / account holder | $17,572 | $8,041+118.5% | $5,959+194.9% | $11,246+56.3% |