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 | $491,313 | $106,515+361.3% | $96,683+408.2% | $139,434+252.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.18% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $975 | $4,103-76.2% | $3,737-73.9% | $4,751-79.5% |
| Participant deferral / active EE | $22,500 | $5,454+312.5% | $4,878+361.2% | $6,710+235.3% |
| Admin fee / account holder | $3,434 | $7,877-56.4% | $6,730-49.0% | $11,403-69.9% |