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 | $493,041 | $115,770+325.9% | $101,248+387.0% | $158,922+210.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.74% | 56.14%-39.4pp | 46.47%-29.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $14,480 | $4,175+246.9% | $3,660+295.7% | $4,761+204.1% |
| Participant deferral / active EE | $2,572 | $4,957-48.1% | $4,370-41.2% | $5,982-57.0% |
| Admin fee / account holder | $2,539 | $7,245-65.0% | $5,945-57.3% | $11,246-77.4% |