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 | $502,190 | $115,770+333.8% | $101,248+396.0% | $158,922+216.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.71% | 56.14%-43.4pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $10,950 | $4,175+162.3% | $3,660+199.2% | $4,761+130.0% |
| Participant deferral / active EE | $7,531 | $4,957+51.9% | $4,370+72.3% | $5,982+25.9% |
| Admin fee / account holder | $4,115 | $7,245-43.2% | $5,945-30.8% | $11,246-63.4% |