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 | $513,392 | $77,419+563.1% | $69,455+639.2% | $152,861+235.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.03% | 39.06%-21.0pp | 28.97%-10.9pp | 345.32%-327.3pp |
| Employer contribution / active EE | $13,971 | $3,315+321.4% | $2,779+402.7% | $4,762+193.4% |
| Participant deferral / active EE | $9,442 | $4,414+113.9% | $3,535+167.1% | $5,850+61.4% |
| Admin fee / account holder | $5,309 | $6,207-14.5% | $3,839+38.3% | $11,596-54.2% |