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 | $544,845 | $106,890+409.7% | $84,015+548.5% | $152,861+256.4% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 18.45% | 104.99%-86.5pp | 71.31%-52.9pp | 345.32%-326.9pp |
| Employer contribution / active EE | $11,612 | $2,734+324.7% | $1,983+485.4% | $4,762+143.8% |
| Participant deferral / active EE | $1,983 | $4,011-50.6% | $3,239-38.8% | $5,850-66.1% |
| Admin fee / account holder | $20,903 | $8,285+152.3% | $6,101+242.6% | $11,596+80.3% |