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 | $519,744 | $103,376+402.8% | $87,100+496.7% | $152,861+240.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.94% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,000 | $3,220-6.8% | $2,521+19.0% | $4,762-37.0% |
| Participant deferral / active EE | $22,000 | $4,778+360.5% | $4,049+443.4% | $5,850+276.1% |
| Admin fee / account holder | $464 | $12,205-96.2% | $7,497-93.8% | $11,596-96.0% |