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 | $568,696 | $117,841+382.6% | $102,423+455.2% | $145,922+289.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.50% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $8,333 | $3,615+130.5% | $3,023+175.6% | $4,660+78.8% |
| Participant deferral / active EE | $9,039 | $5,731+57.7% | $5,053+78.9% | $6,688+35.2% |
| Admin fee / account holder | $77,792 | $13,326+483.8% | $9,451+723.1% | $13,397+480.7% |