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 | $489,778 | $163,101+200.3% | $136,749+258.2% | $142,382+244.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 27.54%-11.7pp | 24.33%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $21,219 | $4,117+415.5% | $3,400+524.2% | $4,299+393.6% |
| Participant deferral / active EE | $4,950 | $5,585-11.4% | $4,692+5.5% | $6,507-23.9% |
| Admin fee / account holder | $48,996 | $14,318+242.2% | $11,386+330.3% | $12,624+288.1% |