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 | $557,348 | $102,616+443.1% | $81,983+579.8% | $158,922+250.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.91% | 61.04%-47.1pp | 41.31%-27.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,692 | $3,240+44.8% | $2,498+87.8% | $4,761-1.4% |
| Participant deferral / active EE | $20,090 | $4,648+332.2% | $3,722+439.8% | $5,982+235.8% |
| Admin fee / account holder | $3,328 | $8,235-59.6% | $5,664-41.2% | $11,246-70.4% |