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 | $510,514 | $117,983+332.7% | $101,794+401.5% | $142,382+258.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.20% | 36.92%-20.7pp | 30.53%-14.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $16,232 | $2,773+485.4% | $2,289+609.1% | $4,299+277.6% |
| Participant deferral / active EE | $4,450 | $4,714-5.6% | $4,084+9.0% | $6,507-31.6% |
| Admin fee / account holder | $1,736 | $10,433-83.4% | $8,777-80.2% | $12,624-86.2% |