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 | $618,359 | $116,175+432.3% | $93,606+560.6% | $152,861+304.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.06% | 35.96%-14.9pp | 32.76%-11.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $9,996 | $3,218+210.6% | $2,718+267.8% | $4,762+109.9% |
| Participant deferral / active EE | $10,003 | $4,603+117.3% | $4,069+145.9% | $5,850+71.0% |
| Admin fee / account holder | $6,092 | $10,748-43.3% | $7,888-22.8% | $11,596-47.5% |