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 | $577,985 | $117,983+389.9% | $101,794+467.8% | $142,382+305.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.80% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,423 | $2,773-12.6% | $2,289+5.8% | $4,299-43.6% |
| Participant deferral / active EE | $21,983 | $4,714+366.4% | $4,084+438.3% | $6,507+237.8% |
| Admin fee / account holder | $4,930 | $10,433-52.7% | $8,777-43.8% | $12,624-60.9% |