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 | $417,660 | $159,602+161.7% | $150,045+178.4% | $142,382+193.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.20% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,651 | $4,961-26.4% | $4,693-22.2% | $4,299-15.1% |
| Participant deferral / active EE | $7,310 | $8,310-12.0% | $7,997-8.6% | $6,507+12.3% |
| Admin fee / account holder | $30,749 | $14,846+107.1% | $13,435+128.9% | $12,624+143.6% |