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 | $529,739 | $125,758+321.2% | $169,993+211.6% | $75,163+604.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 22.50% | 27.20%-4.7pp | 53.37%-30.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $24,682 | $4,615+434.9% | $6,785+263.8% | $2,670+824.5% |
| Participant deferral / active EE | $21,072 | $6,837+208.2% | $10,408+102.5% | $4,125+410.8% |
| Admin fee / account holder | $966 | $8,173-88.2% | $12,815-92.5% | $5,651-82.9% |