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 | $525,199 | $111,754+370.0% | $103,333+408.3% | $145,922+259.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $27,090 | $4,212+543.1% | $3,868+600.4% | $4,660+481.4% |
| Participant deferral / active EE | $14,817 | $5,619+163.7% | $5,057+193.0% | $6,688+121.5% |
| Admin fee / account holder | $23,991 | $9,750+146.1% | $8,355+187.2% | $13,397+79.1% |