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 | $558,451 | $80,673+592.2% | $101,326+451.1% | $84,808+558.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.54% | 38.95%-23.4pp | 36.82%-21.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $10,911 | $2,698+304.4% | $3,665+197.7% | $2,631+314.7% |
| Participant deferral / active EE | $9,421 | $6,840+37.7% | $7,994+17.9% | $4,212+123.7% |
| Admin fee / account holder | $31,266 | $12,784+144.6% | $11,185+179.5% | $7,344+325.7% |