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 | $509,121 | $117,841+332.0% | $102,423+397.1% | $145,922+248.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.05% | 31.65%-19.6pp | 29.32%-17.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $21,211 | $3,615+486.8% | $3,023+601.6% | $4,660+355.2% |
| Participant deferral / active EE | $26,663 | $5,731+365.3% | $5,053+427.7% | $6,688+298.7% |
| Admin fee / account holder | $9,713 | $13,326-27.1% | $9,451+2.8% | $13,397-27.5% |