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 | $534,638 | $84,233+534.7% | $170,442+213.7% | $70,131+662.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.13% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,236 | $3,387-63.5% | $5,433-77.3% | $2,342-47.2% |
| Participant deferral / active EE | $8,060 | $3,086+161.2% | $4,939+63.2% | $3,332+141.9% |
| Admin fee / account holder | $2,023 | $5,698-64.5% | $13,880-85.4% | $4,645-56.4% |