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 | $470,471 | $165,335+184.6% | $149,696+214.3% | $158,922+196.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.02% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,900 | $5,103-62.8% | $4,644-59.1% | $4,761-60.1% |
| Participant deferral / active EE | $23,115 | $7,181+221.9% | $6,842+237.9% | $5,982+286.4% |
| Admin fee / account holder | $15,155 | $10,807+40.2% | $9,309+62.8% | $11,246+34.8% |