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 | $517,168 | $125,758+311.2% | $169,993+204.2% | $75,163+588.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 35.52% | 27.20%+8.3pp | 53.37%-17.9pp | 160.62%-125.1pp |
| Employer contribution / active EE | $7,668 | $4,615+66.2% | $6,785+13.0% | $2,670+187.2% |
| Participant deferral / active EE | $15,642 | $6,837+128.8% | $10,408+50.3% | $4,125+279.2% |
| Admin fee / account holder | $28,936 | $8,173+254.0% | $12,815+125.8% | $5,651+412.1% |