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 | $695,305 | $111,754+522.2% | $103,333+572.9% | $145,922+376.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.04% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $19,161 | $4,212+354.9% | $3,868+395.4% | $4,660+311.2% |
| Participant deferral / active EE | $21,167 | $5,619+276.7% | $5,057+318.5% | $6,688+216.5% |
| Admin fee / account holder | $1,404 | $9,750-85.6% | $8,355-83.2% | $13,397-89.5% |