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 | $508,615 | $111,754+355.1% | $103,333+392.2% | $145,922+248.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $6,745 | $4,212+60.1% | $3,868+74.4% | $4,660+44.8% |
| Participant deferral / active EE | $5,210 | $5,619-7.3% | $5,057+3.0% | $6,688-22.1% |
| Admin fee / account holder | $3,368 | $9,750-65.5% | $8,355-59.7% | $13,397-74.9% |