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 4-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 | $534,791 | $85,022+529.0% | $70,515+658.4% | $139,434+283.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.12% | 30.38%-17.3pp | 32.77%-19.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $24,030 | $3,909+514.7% | $2,973+708.1% | $4,751+405.8% |
| Participant deferral / active EE | $15,260 | $5,890+159.1% | $4,567+234.2% | $6,710+127.4% |
| Admin fee / account holder | $57,231 | $8,906+542.6% | $6,412+792.6% | $11,403+401.9% |