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 | $456,790 | $159,602+186.2% | $150,045+204.4% | $142,382+220.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.03% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,741 | $4,961-4.4% | $4,693+1.0% | $4,299+10.3% |
| Participant deferral / active EE | $11,342 | $8,310+36.5% | $7,997+41.8% | $6,507+74.3% |
| Admin fee / account holder | $810 | $14,846-94.5% | $13,435-94.0% | $12,624-93.6% |