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 5-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 | $354,503 | $163,101+117.4% | $136,749+159.2% | $142,382+149.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.72% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $49,429 | $4,117+1100.7% | $3,400+1354.0% | $4,299+1049.7% |
| Participant deferral / active EE | $32,820 | $5,585+487.7% | $4,692+599.5% | $6,507+404.4% |
| Admin fee / account holder | $49,048 | $14,318+242.5% | $11,386+330.8% | $12,624+288.5% |