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 | $468,173 | $180,028+160.1% | $138,135+238.9% | $158,922+194.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 9.76% | 21.68%-11.9pp | 20.51%-10.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $26,000 | $7,470+248.1% | $5,587+365.4% | $4,761+446.1% |
| Participant deferral / active EE | $26,000 | $7,717+236.9% | $6,431+304.3% | $5,982+334.6% |
| Admin fee / account holder | $133,355 | $17,912+644.5% | $11,856+1024.8% | $11,246+1085.8% |