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 | $459,467 | $117,983+289.4% | $101,794+351.4% | $142,382+222.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.11% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $9,555 | $2,773+244.6% | $2,289+317.4% | $4,299+122.2% |
| Participant deferral / active EE | $15,667 | $4,714+232.4% | $4,084+283.6% | $6,507+140.8% |
| Admin fee / account holder | $6,761 | $10,433-35.2% | $8,777-23.0% | $12,624-46.4% |