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 | $554,575 | $80,717+587.1% | $154,803+258.2% | $84,808+553.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.93% | 37.96%-19.0pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $14,908 | $2,761+439.9% | $4,305+246.3% | $2,631+466.6% |
| Participant deferral / active EE | $5,091 | $3,303+54.1% | $5,540-8.1% | $4,212+20.9% |
| Admin fee / account holder | $37,354 | $6,746+453.8% | $14,329+160.7% | $7,344+408.7% |