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 | $572,002 | $176,812+223.5% | $146,665+290.0% | $167,490+241.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.82% | 24.03%-10.2pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,640 | $5,160-68.2% | $4,136-60.4% | $4,837-66.1% |
| Participant deferral / active EE | $11,256 | $6,440+74.8% | $5,506+104.4% | $6,341+77.5% |
| Admin fee / account holder | $2,197 | $13,259-83.4% | $10,280-78.6% | $12,309-82.2% |