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 | $559,453 | $177,572+215.1% | $154,803+261.4% | $142,382+292.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.86% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,326 | $4,810-72.4% | $4,305-69.2% | $4,299-69.2% |
| Participant deferral / active EE | $1,739 | $6,272-72.3% | $5,540-68.6% | $6,507-73.3% |
| Admin fee / account holder | $3,834 | $16,786-77.2% | $14,329-73.2% | $12,624-69.6% |