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 | $538,888 | $104,974+413.4% | $95,585+463.8% | $142,382+278.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.85% | 210.33%-195.5pp | 38.56%-23.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,079 | $2,779+46.8% | $2,527+61.4% | $4,299-5.1% |
| Participant deferral / active EE | $15,975 | $4,352+267.1% | $4,023+297.1% | $6,507+145.5% |
| Admin fee / account holder | $20,435 | $6,386+220.0% | $6,127+233.5% | $12,624+61.9% |