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 | $621,998 | $111,754+456.6% | $103,333+501.9% | $145,922+326.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.03% | 24.77%-8.7pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $5,090 | $4,212+20.8% | $3,868+31.6% | $4,660+9.2% |
| Participant deferral / active EE | $14,856 | $5,619+164.4% | $5,057+193.7% | $6,688+122.1% |
| Admin fee / account holder | $16,490 | $9,750+69.1% | $8,355+97.4% | $13,397+23.1% |