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 | $706,681 | $127,264+455.3% | $109,895+543.1% | $167,490+321.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.20% | 22.97%-5.8pp | 29.45%-12.3pp | 478.56%-461.4pp |
| Employer contribution / active EE | $4,321 | $3,322+30.1% | $2,842+52.0% | $4,837-10.7% |
| Participant deferral / active EE | $15,743 | $4,514+248.7% | $4,048+288.9% | $6,341+148.3% |
| Admin fee / account holder | $5,356 | $7,114-24.7% | $6,066-11.7% | $12,309-56.5% |