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 | $532,639 | $106,515+400.1% | $96,683+450.9% | $139,434+282.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.44% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,687 | $4,103+38.6% | $3,737+52.2% | $4,751+19.7% |
| Participant deferral / active EE | $16,960 | $5,454+211.0% | $4,878+247.7% | $6,710+152.8% |
| Admin fee / account holder | $14,124 | $7,877+79.3% | $6,730+109.9% | $11,403+23.9% |