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 | $509,840 | $210,408+142.3% | $153,485+232.2% | $145,922+249.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.44% | 13.37%-0.9pp | 15.65%-3.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $29,757 | $6,048+392.0% | $5,039+490.6% | $4,660+538.6% |
| Participant deferral / active EE | $17,545 | $7,975+120.0% | $6,757+159.6% | $6,688+162.3% |
| Admin fee / account holder | $10,763 | $19,419-44.6% | $12,724-15.4% | $13,397-19.7% |