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 | $572,238 | $81,632+601.0% | $70,449+712.3% | $158,922+260.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.71% | 208.40%-191.7pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $17,294 | $3,217+437.6% | $2,737+532.0% | $4,761+263.2% |
| Participant deferral / active EE | $10,397 | $4,554+128.3% | $3,709+180.3% | $5,982+73.8% |
| Admin fee / account holder | $5,263 | $6,193-15.0% | $3,845+36.9% | $11,246-53.2% |