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 | $540,327 | $114,381+372.4% | $107,525+402.5% | $142,382+279.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.96% | 242.71%-224.7pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $31,250 | $4,015+678.4% | $3,754+732.5% | $4,299+626.9% |
| Participant deferral / active EE | $8,003 | $5,564+43.8% | $5,116+56.4% | $6,507+23.0% |
| Admin fee / account holder | $2,682 | $9,860-72.8% | $8,919-69.9% | $12,624-78.8% |