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 | $478,161 | $171,164+179.4% | $127,761+274.3% | $152,861+212.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 13.83% | 23.54%-9.7pp | 26.14%-12.3pp | 345.32%-331.5pp |
| Employer contribution / active EE | $16,408 | $5,447+201.2% | $4,574+258.7% | $4,762+244.5% |
| Participant deferral / active EE | $13,517 | $7,038+92.0% | $6,021+124.5% | $5,850+131.0% |
| Admin fee / account holder | $5,322 | $14,530-63.4% | $9,395-43.4% | $11,596-54.1% |