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 | $537,719 | $149,734+259.1% | $118,925+352.1% | $158,922+238.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 19.58% | 19.95%-0.4pp | 35.88%-16.3pp | 302.83%-283.2pp |
| Employer contribution / active EE | $25,125 | $4,115+510.5% | $3,263+670.1% | $4,761+427.7% |
| Participant deferral / active EE | $7,782 | $5,223+49.0% | $4,265+82.5% | $5,982+30.1% |
| Admin fee / account holder | $5,447 | $8,603-36.7% | $6,581-17.2% | $11,246-51.6% |