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 5-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 | $567,908 | $163,101+248.2% | $136,749+315.3% | $142,382+298.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.61% | 27.54%-13.9pp | 24.33%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $30,705 | $4,117+645.9% | $3,400+803.2% | $4,299+614.2% |
| Participant deferral / active EE | $18,500 | $5,585+231.3% | $4,692+294.3% | $6,507+184.3% |
| Admin fee / account holder | $875 | $14,318-93.9% | $11,386-92.3% | $12,624-93.1% |