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 | $618,594 | $95,266+549.3% | $82,389+650.8% | $142,382+334.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.04% | 25.74%-14.7pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $8,743 | $2,991+192.3% | $2,517+247.4% | $4,299+103.4% |
| Participant deferral / active EE | $7,104 | $4,809+47.7% | $4,155+71.0% | $6,507+9.2% |
| Admin fee / account holder | $10,444 | $8,563+22.0% | $7,231+44.4% | $12,624-17.3% |