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 | $436,244 | $111,754+290.4% | $103,333+322.2% | $145,922+199.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.95% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5,267 | $4,212+25.0% | $3,868+36.2% | $4,660+13.0% |
| Participant deferral / active EE | $8,098 | $5,619+44.1% | $5,057+60.1% | $6,688+21.1% |
| Admin fee / account holder | $9,995 | $9,750+2.5% | $8,355+19.6% | $13,397-25.4% |