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 | $550,125 | $154,117+257.0% | $129,995+323.2% | $139,434+294.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 32.48%-20.3pp | -137.18%+149.4pp | 372.94%-360.8pp |
| Employer contribution / active EE | $9,813 | $5,289+85.5% | $4,320+127.2% | $4,751+106.6% |
| Participant deferral / active EE | $20,129 | $6,710+200.0% | $5,820+245.9% | $6,710+200.0% |
| Admin fee / account holder | $83,930 | $14,007+499.2% | $10,614+690.7% | $11,403+636.1% |