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 | $491,371 | $96,635+408.5% | $86,612+467.3% | $139,434+252.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.19% | 106.41%-95.2pp | 591.07%-579.9pp | 372.94%-361.8pp |
| Employer contribution / active EE | $3,270 | $3,263+0.2% | $3,022+8.2% | $4,751-31.2% |
| Participant deferral / active EE | $4,087 | $4,836-15.5% | $4,438-7.9% | $6,710-39.1% |
| Admin fee / account holder | $5,253 | $6,408-18.0% | $5,614-6.4% | $11,403-53.9% |