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 | $428,547 | $102,966+316.2% | $90,281+374.7% | $152,861+180.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.50% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $10,446 | $3,139+232.8% | $2,854+266.0% | $4,762+119.4% |
| Participant deferral / active EE | $4,053 | $4,281-5.3% | $3,885+4.3% | $5,850-30.7% |
| Admin fee / account holder | $5,866 | $6,171-4.9% | $5,351+9.6% | $11,596-49.4% |