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 | $490,224 | $117,983+315.5% | $101,794+381.6% | $142,382+244.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.18% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,700 | $2,773+33.5% | $2,289+61.7% | $4,299-13.9% |
| Participant deferral / active EE | $1,934 | $4,714-59.0% | $4,084-52.7% | $6,507-70.3% |
| Admin fee / account holder | $7,127 | $10,433-31.7% | $8,777-18.8% | $12,624-43.5% |