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 | $508,875 | $162,781+212.6% | $133,956+279.9% | $158,922+220.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.31% | 41.94%-24.6pp | 45.09%-27.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $28,368 | $4,975+470.2% | $3,919+623.9% | $4,761+495.8% |
| Participant deferral / active EE | $17,509 | $5,911+196.2% | $5,048+246.9% | $5,982+192.7% |
| Admin fee / account holder | $4,668 | $11,736-60.2% | $8,927-47.7% | $11,246-58.5% |