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 | $510,207 | $114,381+346.1% | $107,525+374.5% | $142,382+258.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.30% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $27,331 | $4,015+580.8% | $3,754+628.2% | $4,299+535.7% |
| Participant deferral / active EE | $24,198 | $5,564+334.9% | $5,116+373.0% | $6,507+271.9% |
| Admin fee / account holder | $333 | $9,860-96.6% | $8,919-96.3% | $12,624-97.4% |