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 | $494,428 | $114,381+332.3% | $107,525+359.8% | $142,382+247.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.34% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $7,059 | $4,015+75.8% | $3,754+88.1% | $4,299+64.2% |
| Participant deferral / active EE | $10,357 | $5,564+86.1% | $5,116+102.4% | $6,507+59.2% |
| Admin fee / account holder | $21,501 | $9,860+118.1% | $8,919+141.1% | $12,624+70.3% |