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 | $464,128 | $99,918+364.5% | $81,382+470.3% | $145,922+218.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.33% | 34.32%-9.0pp | 24.73%+0.6pp | 561.29%-536.0pp |
| Employer contribution / active EE | $22,100 | $2,978+642.2% | $2,463+797.4% | $4,660+374.3% |
| Participant deferral / active EE | $16,923 | $4,605+267.5% | $3,883+335.8% | $6,688+153.0% |
| Admin fee / account holder | $5,555 | $8,212-32.4% | $5,768-3.7% | $13,397-58.5% |