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 | $501,356 | $127,065+294.6% | $113,168+343.0% | $142,382+252.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.89% | 24.03%-11.1pp | 24.27%-11.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $21,150 | $3,442+514.4% | $2,975+610.9% | $4,299+392.0% |
| Participant deferral / active EE | $5,214 | $5,716-8.8% | $5,107+2.1% | $6,507-19.9% |
| Admin fee / account holder | $16,879 | $15,736+7.3% | $12,068+39.9% | $12,624+33.7% |