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 | $746,859 | $118,450+530.5% | $98,439+658.7% | $139,434+435.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 18.94%-5.1pp | 21.16%-7.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,441 | $3,609-60.1% | $3,048-52.7% | $4,751-69.7% |
| Participant deferral / active EE | $21,350 | $5,392+296.0% | $4,738+350.6% | $6,710+218.2% |
| Admin fee / account holder | $3,747 | $14,026-73.3% | $8,948-58.1% | $11,403-67.1% |