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 | $410,695 | $93,571+338.9% | $135,903+202.2% | $75,163+446.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.11% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $19,620 | $3,537+454.8% | $4,856+304.0% | $2,670+634.9% |
| Participant deferral / active EE | $15,868 | $6,404+147.8% | $7,758+104.5% | $4,125+284.7% |
| Admin fee / account holder | $9,026 | $6,975+29.4% | $10,762-16.1% | $5,651+59.7% |