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 | $559,402 | $104,974+432.9% | $95,585+485.2% | $142,382+292.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 210.33%-194.2pp | 38.56%-22.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $12,186 | $2,779+338.6% | $2,527+382.3% | $4,299+183.5% |
| Participant deferral / active EE | $9,250 | $4,352+112.5% | $4,023+129.9% | $6,507+42.1% |
| Admin fee / account holder | $5,197 | $6,386-18.6% | $6,127-15.2% | $12,624-58.8% |