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 | $462,654 | $111,754+314.0% | $103,333+347.7% | $145,922+217.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 24.77%-12.5pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,150 | $4,212-1.5% | $3,868+7.3% | $4,660-10.9% |
| Participant deferral / active EE | $15,250 | $5,619+171.4% | $5,057+201.5% | $6,688+128.0% |
| Admin fee / account holder | $483 | $9,750-95.0% | $8,355-94.2% | $13,397-96.4% |