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 | $491,616 | $159,602+208.0% | $150,045+227.6% | $142,382+245.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.46% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $26,304 | $4,961+430.3% | $4,693+460.5% | $4,299+511.9% |
| Participant deferral / active EE | $6,200 | $8,310-25.4% | $7,997-22.5% | $6,507-4.7% |
| Admin fee / account holder | $10,397 | $14,846-30.0% | $13,435-22.6% | $12,624-17.6% |