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 | $701,404 | $124,281+464.4% | $109,143+542.6% | $167,490+318.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.35% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,941 | $4,207-6.3% | $3,722+5.9% | $4,837-18.5% |
| Participant deferral / active EE | $8,750 | $5,255+66.5% | $4,653+88.0% | $6,341+38.0% |
| Admin fee / account holder | $1,435 | $7,970-82.0% | $6,752-78.7% | $12,309-88.3% |