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 | $561,259 | $157,256+256.9% | $141,162+297.6% | $152,861+267.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.90% | 64.32%-48.4pp | 71.39%-55.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,530 | $5,261-13.9% | $4,735-4.3% | $4,762-4.9% |
| Participant deferral / active EE | $11,470 | $7,109+61.3% | $6,709+71.0% | $5,850+96.1% |
| Admin fee / account holder | $23,337 | $12,120+92.5% | $10,261+127.4% | $11,596+101.2% |