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 | $614,130 | $177,572+245.8% | $154,803+296.7% | $142,382+331.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.52% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,450 | $4,810-49.1% | $4,305-43.1% | $4,299-43.0% |
| Participant deferral / active EE | $3,488 | $6,272-44.4% | $5,540-37.1% | $6,507-46.4% |
| Admin fee / account holder | $1,005 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |