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 | $447,030 | $162,781+174.6% | $133,956+233.7% | $158,922+181.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.56% | 41.94%-17.4pp | 45.09%-20.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $22,716 | $4,975+356.6% | $3,919+479.7% | $4,761+377.1% |
| Participant deferral / active EE | $15,167 | $5,911+156.6% | $5,048+200.5% | $5,982+153.5% |
| Admin fee / account holder | $3,836 | $11,736-67.3% | $8,927-57.0% | $11,246-65.9% |