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 | $553,914 | $117,983+369.5% | $101,794+444.2% | $142,382+289.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.87% | 36.92%-22.0pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $9,136 | $2,773+229.5% | $2,289+299.1% | $4,299+112.5% |
| Participant deferral / active EE | $8,207 | $4,714+74.1% | $4,084+101.0% | $6,507+26.1% |
| Admin fee / account holder | $1,190 | $10,433-88.6% | $8,777-86.4% | $12,624-90.6% |