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 | $429,921 | $85,022+405.7% | $70,515+509.7% | $139,434+208.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 12.56% | 30.38%-17.8pp | 32.77%-20.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $4,167 | $3,909+6.6% | $2,973+40.1% | $4,751-12.3% |
| Participant deferral / active EE | $4,963 | $5,890-15.7% | $4,567+8.7% | $6,710-26.0% |
| Admin fee / account holder | $4,423 | $8,906-50.3% | $6,412-31.0% | $11,403-61.2% |