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 | $506,582 | $111,754+353.3% | $103,333+390.2% | $145,922+247.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.12% | 24.77%-13.6pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $27,616 | $4,212+555.6% | $3,868+614.0% | $4,660+492.7% |
| Participant deferral / active EE | $2,721 | $5,619-51.6% | $5,057-46.2% | $6,688-59.3% |
| Admin fee / account holder | $7,633 | $9,750-21.7% | $8,355-8.6% | $13,397-43.0% |