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 | $601,878 | $111,754+438.6% | $103,333+482.5% | $145,922+312.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $8,531 | $4,212+102.5% | $3,868+120.6% | $4,660+83.1% |
| Participant deferral / active EE | $15,002 | $5,619+167.0% | $5,057+196.6% | $6,688+124.3% |
| Admin fee / account holder | $52,594 | $9,750+439.4% | $8,355+529.5% | $13,397+292.6% |