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 | $457,835 | $114,381+300.3% | $107,525+325.8% | $142,382+221.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $33,227 | $4,015+727.6% | $3,754+785.2% | $4,299+672.9% |
| Participant deferral / active EE | $4,510 | $5,564-18.9% | $5,116-11.8% | $6,507-30.7% |
| Admin fee / account holder | $26,372 | $9,860+167.5% | $8,919+195.7% | $12,624+108.9% |