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 | $529,319 | $197,591+167.9% | $177,821+197.7% | $158,922+233.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.96% | 58.76%-37.8pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $17,641 | $6,697+163.4% | $5,918+198.1% | $4,761+270.5% |
| Participant deferral / active EE | $21,326 | $8,405+153.7% | $7,714+176.5% | $5,982+256.5% |
| Admin fee / account holder | $4,194 | $15,399-72.8% | $12,427-66.3% | $11,246-62.7% |