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 | $470,852 | $111,754+321.3% | $103,333+355.7% | $145,922+222.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 24.77%-8.2pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $8,542 | $4,212+102.8% | $3,868+120.8% | $4,660+83.3% |
| Participant deferral / active EE | $11,124 | $5,619+98.0% | $5,057+119.9% | $6,688+66.3% |
| Admin fee / account holder | $1,046 | $9,750-89.3% | $8,355-87.5% | $13,397-92.2% |