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 | $585,161 | $117,983+396.0% | $101,794+474.8% | $142,382+311.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.54% | 36.92%-21.4pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $28,199 | $2,773+917.0% | $2,289+1132.0% | $4,299+555.9% |
| Participant deferral / active EE | $15,500 | $4,714+228.8% | $4,084+279.5% | $6,507+138.2% |
| Admin fee / account holder | $3,465 | $10,433-66.8% | $8,777-60.5% | $12,624-72.6% |