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 | $608,246 | $106,515+471.0% | $96,683+529.1% | $139,434+336.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.99% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,852 | $4,103-30.5% | $3,737-23.7% | $4,751-40.0% |
| Participant deferral / active EE | $6,254 | $5,454+14.7% | $4,878+28.2% | $6,710-6.8% |
| Admin fee / account holder | $15,938 | $7,877+102.3% | $6,730+136.8% | $11,403+39.8% |