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 | $965,260 | $238,490+304.7% | $180,183+435.7% | $142,382+577.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.72% | 33.56%-20.8pp | 27.86%-15.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,550 | $6,143-25.9% | $5,039-9.7% | $4,299+5.8% |
| Participant deferral / active EE | $63,752 | $7,996+697.3% | $6,822+834.4% | $6,507+879.7% |
| Admin fee / account holder | $7,128 | $28,866-75.3% | $19,975-64.3% | $12,624-43.5% |