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 | $518,787 | $81,248+538.5% | $155,509+233.6% | $80,856+541.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.29% | 33.31%-15.0pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $6,153 | $3,100+98.5% | $4,672+31.7% | $2,755+123.4% |
| Participant deferral / active EE | $5,376 | $3,452+55.7% | $5,626-4.5% | $4,296+25.1% |
| Admin fee / account holder | $3,683 | $7,997-53.9% | $15,912-76.9% | $6,918-46.8% |