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 | $495,779 | $89,355+454.8% | $141,162+251.2% | $72,985+579.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.52% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,183 | $3,114+34.3% | $4,735-11.6% | $2,440+71.5% |
| Participant deferral / active EE | $7,749 | $5,418+43.0% | $6,709+15.5% | $3,607+114.8% |
| Admin fee / account holder | $4,679 | $5,958-21.5% | $10,261-54.4% | $5,124-8.7% |