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 | $415,740 | $105,931+292.5% | $81,930+407.4% | $158,922+161.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.10% | 38.17%-25.1pp | 29.49%-16.4pp | 302.83%-289.7pp |
| Employer contribution / active EE | $22,779 | $7,800+192.0% | $4,310+428.5% | $4,761+378.4% |
| Participant deferral / active EE | $5,293 | $13,003-59.3% | $7,107-25.5% | $5,982-11.5% |
| Admin fee / account holder | $91,002 | $8,489+972.0% | $5,158+1664.3% | $11,246+709.2% |