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 | $697,513 | $85,022+720.4% | $70,515+889.2% | $139,434+400.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.50% | 30.38%-17.9pp | 32.77%-20.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $5,142 | $3,909+31.6% | $2,973+72.9% | $4,751+8.2% |
| Participant deferral / active EE | $20,985 | $5,890+256.3% | $4,567+359.5% | $6,710+212.7% |
| Admin fee / account holder | $8,907 | $8,9060% | $6,412+38.9% | $11,403-21.9% |