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 | $590,812 | $158,817+272.0% | $121,196+387.5% | $135,375+336.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 18.09% | -0.64%+18.7pp | 16.93%+1.2pp | 519.73%-501.6pp |
| Employer contribution / active EE | $27,720 | $5,665+389.3% | $4,022+589.3% | $4,779+480.1% |
| Participant deferral / active EE | $17,013 | $4,005+324.8% | $3,344+408.7% | $5,609+203.3% |
| Admin fee / account holder | $2,700 | $6,512-58.5% | $5,019-46.2% | $10,827-75.1% |