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 | $487,419 | $110,257+342.1% | $96,544+404.9% | $139,434+249.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.80% | 26.32%-7.5pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $9,053 | $3,620+150.1% | $2,965+205.3% | $4,751+90.5% |
| Participant deferral / active EE | $7,732 | $5,548+39.4% | $4,851+59.4% | $6,710+15.2% |
| Admin fee / account holder | $31,789 | $11,591+174.2% | $8,252+285.2% | $11,403+178.8% |