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 | $840,165 | $185,822+352.1% | $169,993+394.2% | $139,434+502.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.23% | 60.50%-49.3pp | 53.37%-42.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $8,500 | $7,590+12.0% | $6,785+25.3% | $4,751+78.9% |
| Participant deferral / active EE | $18,835 | $11,622+62.1% | $10,408+81.0% | $6,710+180.7% |
| Admin fee / account holder | $30,319 | $15,381+97.1% | $12,815+136.6% | $11,403+165.9% |