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 | $389,206 | $125,758+209.5% | $169,993+129.0% | $75,163+417.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.94% | 27.20%-6.3pp | 53.37%-32.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $22,240 | $4,615+381.9% | $6,785+227.8% | $2,670+733.0% |
| Participant deferral / active EE | $13,030 | $6,837+90.6% | $10,408+25.2% | $4,125+215.9% |
| Admin fee / account holder | $13,563 | $8,173+65.9% | $12,815+5.8% | $5,651+140.0% |