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 7-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 | $515,116 | $238,490+116.0% | $180,183+185.9% | $142,382+261.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.07% | 33.56%-16.5pp | 27.86%-10.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $46,000 | $6,143+648.9% | $5,039+812.9% | $4,299+970.0% |
| Participant deferral / active EE | $18,038 | $7,996+125.6% | $6,822+164.4% | $6,507+177.2% |
| Admin fee / account holder | $15,465 | $28,866-46.4% | $19,975-22.6% | $12,624+22.5% |