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 | $687,010 | $117,983+482.3% | $101,794+574.9% | $142,382+382.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.87% | 36.92%-26.1pp | 30.53%-19.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $10,829 | $2,773+290.6% | $2,289+373.1% | $4,299+151.9% |
| Participant deferral / active EE | $9,300 | $4,714+97.3% | $4,084+127.7% | $6,507+42.9% |
| Admin fee / account holder | $4,777 | $10,433-54.2% | $8,777-45.6% | $12,624-62.2% |