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 | $624,540 | $115,770+439.5% | $101,248+516.8% | $158,922+293.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.01% | 56.14%-40.1pp | 46.47%-30.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $13,567 | $4,175+225.0% | $3,660+270.7% | $4,761+184.9% |
| Participant deferral / active EE | $17,942 | $4,957+261.9% | $4,370+310.6% | $5,982+199.9% |
| Admin fee / account holder | $10,803 | $7,245+49.1% | $5,945+81.7% | $11,246-3.9% |