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 | $475,147 | $228,332+108.1% | $185,823+155.7% | $158,922+199.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.90% | 40.80%-28.9pp | 35.95%-24.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $44,000 | $4,967+785.9% | $4,087+976.5% | $4,761+824.1% |
| Participant deferral / active EE | $19,500 | $6,415+204.0% | $5,632+246.2% | $5,982+226.0% |
| Admin fee / account holder | $2,749 | $11,864-76.8% | $9,500-71.1% | $11,246-75.6% |