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 | $504,890 | $118,680+325.4% | $98,907+410.5% | $158,922+217.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.31% | 372.35%-361.0pp | 196.43%-185.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $18,078 | $3,333+442.4% | $2,689+572.3% | $4,761+279.7% |
| Participant deferral / active EE | $12,708 | $5,088+149.8% | $4,244+199.4% | $5,982+112.4% |
| Admin fee / account holder | $36,491 | $10,131+260.2% | $6,642+449.4% | $11,246+224.5% |