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 | $632,890 | $167,484+277.9% | $151,611+317.4% | $134,475+370.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.20% | 7.80%-19.0pp | 3.33%-14.5pp | 417.96%-429.2pp |
| Employer contribution / active EE | $29,999 | $6,829+339.3% | $6,166+386.5% | $4,740+532.9% |
| Participant deferral / active EE | $21,233 | $8,986+136.3% | $8,363+153.9% | $6,400+231.8% |
| Admin fee / account holder | $22,567 | $13,783+63.7% | $11,616+94.3% | $11,426+97.5% |