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 | $707,615 | $118,680+496.2% | $98,907+615.4% | $158,922+345.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.53% | 372.35%-356.8pp | 196.43%-180.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,214 | $3,333-33.6% | $2,689-17.7% | $4,761-53.5% |
| Participant deferral / active EE | $12,150 | $5,088+138.8% | $4,244+186.3% | $5,982+103.1% |
| Admin fee / account holder | $4,493 | $10,131-55.6% | $6,642-32.3% | $11,246-60.0% |