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 | $490,486 | $60,022+717.2% | $88,946+451.4% | $84,808+478.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.65% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,150 | $1,703+378.6% | $2,555+219.0% | $2,631+209.8% |
| Participant deferral / active EE | $13,786 | $3,114+342.7% | $4,581+200.9% | $4,212+227.3% |
| Admin fee / account holder | $13,720 | $4,811+185.2% | $8,261+66.1% | $7,344+86.8% |