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 | $545,454 | $148,534+267.2% | $135,903+301.4% | $139,434+291.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.81% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $9,920 | $5,243+89.2% | $4,856+104.3% | $4,751+108.8% |
| Participant deferral / active EE | $18,384 | $8,100+127.0% | $7,758+137.0% | $6,710+174.0% |
| Admin fee / account holder | $43,078 | $12,400+247.4% | $10,762+300.3% | $11,403+277.8% |