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 | $568,614 | $152,587+272.6% | $125,175+354.3% | $152,861+272.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.60% | 54.84%-28.2pp | 43.79%-17.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,803 | $4,946-23.1% | $3,865-1.6% | $4,762-20.1% |
| Participant deferral / active EE | $6,166 | $5,868+5.1% | $4,937+24.9% | $5,850+5.4% |
| Admin fee / account holder | $10,834 | $13,434-19.4% | $9,702+11.7% | $11,596-6.6% |