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 | $535,686 | $118,680+351.4% | $98,907+441.6% | $158,922+237.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 17.88% | 372.35%-354.5pp | 196.43%-178.6pp | 302.83%-284.9pp |
| Employer contribution / active EE | $4,805 | $3,333+44.2% | $2,689+78.7% | $4,761+0.9% |
| Participant deferral / active EE | $16,891 | $5,088+232.0% | $4,244+298.0% | $5,982+182.4% |
| Admin fee / account holder | $974 | $10,131-90.4% | $6,642-85.3% | $11,246-91.3% |