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 | $519,106 | $162,781+218.9% | $133,956+287.5% | $158,922+226.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.48% | 41.94%-28.5pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $12,857 | $4,975+158.4% | $3,919+228.1% | $4,761+170.0% |
| Participant deferral / active EE | $11,658 | $5,911+97.2% | $5,048+131.0% | $5,982+94.9% |
| Admin fee / account holder | $3,285 | $11,736-72.0% | $8,927-63.2% | $11,246-70.8% |