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 | $455,236 | $125,758+262.0% | $169,993+167.8% | $75,163+505.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.06% | 27.20%-11.1pp | 53.37%-37.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $31,430 | $4,615+581.1% | $6,785+363.2% | $2,670+1077.2% |
| Participant deferral / active EE | $21,899 | $6,837+220.3% | $10,408+110.4% | $4,125+430.9% |
| Admin fee / account holder | $66,095 | $8,173+708.7% | $12,815+415.8% | $5,651+1069.6% |