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 | $469,460 | $127,777+267.4% | $106,548+340.6% | $167,490+180.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.06% | 33.87%-17.8pp | 26.80%-10.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,601 | $3,427-24.1% | $2,819-7.7% | $4,837-46.2% |
| Participant deferral / active EE | $13,406 | $5,087+163.5% | $4,398+204.8% | $6,341+111.4% |
| Admin fee / account holder | $104,492 | $11,228+830.6% | $7,407+1310.7% | $12,309+748.9% |