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 | $651,918 | $124,319+424.4% | $111,297+485.7% | $167,490+289.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.94% | 37.44%-27.5pp | 54.65%-44.7pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,901 | $3,435-44.7% | $2,731-30.4% | $4,837-60.7% |
| Participant deferral / active EE | $13,328 | $5,180+157.3% | $4,487+197.0% | $6,341+110.2% |
| Admin fee / account holder | $4,476 | $10,618-57.8% | $7,964-43.8% | $12,309-63.6% |