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 | $415,325 | $96,484+330.5% | $75,886+447.3% | $152,861+171.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 26.37% | 33.98%-7.6pp | 30.76%-4.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $23,172 | $3,309+600.2% | $2,500+826.7% | $4,762+386.6% |
| Participant deferral / active EE | $22,228 | $4,553+388.2% | $3,603+516.9% | $5,850+280.0% |
| Admin fee / account holder | $204,649 | $8,078+2433.4% | $5,418+3676.9% | $11,596+1664.8% |