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 | $455,413 | $115,770+293.4% | $101,248+349.8% | $158,922+186.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.45% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,968 | $4,175-52.9% | $3,660-46.2% | $4,761-58.7% |
| Participant deferral / active EE | $13,600 | $4,957+174.3% | $4,370+211.2% | $5,982+127.3% |
| Admin fee / account holder | $4,622 | $7,245-36.2% | $5,945-22.3% | $11,246-58.9% |