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 | $511,562 | $133,922+282.0% | $116,228+340.1% | $142,382+259.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.79% | 147.76%-129.0pp | 90.06%-71.3pp | 217.08%-198.3pp |
| Employer contribution / active EE | $9,700 | $3,446+181.5% | $2,994+223.9% | $4,299+125.6% |
| Participant deferral / active EE | $12,629 | $5,672+122.6% | $4,953+155.0% | $6,507+94.1% |
| Admin fee / account holder | $5,305 | $14,945-64.5% | $11,989-55.8% | $12,624-58.0% |