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 | $525,396 | $148,978+252.7% | $200,582+161.9% | $84,808+519.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.66% | 28.16%-12.5pp | 42.33%-26.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $24,037 | $4,815+399.2% | $6,419+274.5% | $2,631+813.6% |
| Participant deferral / active EE | $17,479 | $7,142+144.7% | $9,331+87.3% | $4,212+315.0% |
| Admin fee / account holder | $42,183 | $13,977+201.8% | $16,305+158.7% | $7,344+474.4% |