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 | $569,825 | $210,408+170.8% | $153,485+271.3% | $145,922+290.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.12% | 13.37%-1.2pp | 15.65%-3.5pp | 561.29%-549.2pp |
| Employer contribution / active EE | $56,582 | $6,048+835.6% | $5,039+1023.0% | $4,660+1114.3% |
| Participant deferral / active EE | $19,464 | $7,975+144.1% | $6,757+188.1% | $6,688+191.0% |
| Admin fee / account holder | $3,162 | $19,419-83.7% | $12,724-75.2% | $13,397-76.4% |