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 | $854,714 | $149,734+470.8% | $118,925+618.7% | $158,922+437.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.58% | 19.95%-13.4pp | 35.88%-29.3pp | 302.83%-296.2pp |
| Employer contribution / active EE | $19,000 | $4,115+361.7% | $3,263+482.4% | $4,761+299.1% |
| Participant deferral / active EE | $25,000 | $5,223+378.6% | $4,265+486.2% | $5,982+317.9% |
| Admin fee / account holder | $7,029 | $8,603-18.3% | $6,581+6.8% | $11,246-37.5% |