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 | $567,719 | $148,534+282.2% | $135,903+317.7% | $139,434+307.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.38% | 79.19%-57.8pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $14,966 | $5,243+185.5% | $4,856+208.2% | $4,751+215.0% |
| Participant deferral / active EE | $11,430 | $8,100+41.1% | $7,758+47.3% | $6,710+70.3% |
| Admin fee / account holder | $12,516 | $12,400+0.9% | $10,762+16.3% | $11,403+9.8% |