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 | $491,196 | $95,266+415.6% | $82,389+496.2% | $142,382+245.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.52% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $31,182 | $2,991+942.5% | $2,517+1138.8% | $4,299+625.3% |
| Participant deferral / active EE | $27,578 | $4,809+473.5% | $4,155+563.8% | $6,507+323.8% |
| Admin fee / account holder | $3,831 | $8,563-55.3% | $7,231-47.0% | $12,624-69.7% |