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 | $500,022 | $157,256+218.0% | $141,162+254.2% | $152,861+227.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.85% | 64.32%-41.5pp | 71.39%-48.5pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,749 | $5,261+9.3% | $4,735+21.4% | $4,762+20.7% |
| Participant deferral / active EE | $16,504 | $7,109+132.1% | $6,709+146.0% | $5,850+182.1% |
| Admin fee / account holder | $4,351 | $12,120-64.1% | $10,261-57.6% | $11,596-62.5% |