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 | $534,656 | $133,922+299.2% | $116,228+360.0% | $142,382+275.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.23% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $18,114 | $3,446+425.7% | $2,994+504.9% | $4,299+321.3% |
| Participant deferral / active EE | $12,278 | $5,672+116.5% | $4,953+147.9% | $6,507+88.7% |
| Admin fee / account holder | $5,787 | $14,945-61.3% | $11,989-51.7% | $12,624-54.2% |