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 | $451,508 | $51,175+782.3% | $70,515+540.3% | $75,163+500.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 18.06% | 30.02%-12.0pp | 32.77%-14.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $25,094 | $1,826+1274.2% | $2,973+743.9% | $2,670+839.9% |
| Participant deferral / active EE | $14,504 | $2,849+409.0% | $4,567+217.6% | $4,125+251.6% |
| Admin fee / account holder | $418 | $4,091-89.8% | $6,412-93.5% | $5,651-92.6% |