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 | $486,152 | $210,408+131.1% | $153,485+216.7% | $145,922+233.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.33% | 13.37%+3.0pp | 15.65%+0.7pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,578 | $6,048-7.8% | $5,039+10.7% | $4,660+19.7% |
| Participant deferral / active EE | $30,883 | $7,975+287.2% | $6,757+357.0% | $6,688+361.8% |
| Admin fee / account holder | $163,414 | $19,419+741.5% | $12,724+1184.3% | $13,397+1119.8% |