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 | $973,343 | $117,983+725.0% | $101,794+856.2% | $142,382+583.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.85% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $24,716 | $2,773+791.4% | $2,289+979.8% | $4,299+474.9% |
| Participant deferral / active EE | $25,154 | $4,714+433.6% | $4,084+515.9% | $6,507+286.6% |
| Admin fee / account holder | $2,773 | $10,433-73.4% | $8,777-68.4% | $12,624-78.0% |