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 | $418,393 | $99,877+318.9% | $84,966+392.4% | $145,922+186.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.34% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $50,203 | $3,231+1453.6% | $2,727+1740.9% | $4,660+977.4% |
| Participant deferral / active EE | $19,720 | $5,291+272.7% | $4,519+336.3% | $6,688+194.9% |
| Admin fee / account holder | $2,529 | $7,248-65.1% | $6,149-58.9% | $13,397-81.1% |