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 | $493,899 | $185,822+165.8% | $169,993+190.5% | $139,434+254.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.36% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,855 | $7,590-62.4% | $6,785-57.9% | $4,751-39.9% |
| Participant deferral / active EE | $8,094 | $11,622-30.4% | $10,408-22.2% | $6,710+20.6% |
| Admin fee / account holder | $8,034 | $15,381-47.8% | $12,815-37.3% | $11,403-29.5% |