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 | $518,849 | $214,378+142.0% | $200,582+158.7% | $142,382+264.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.23% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $19,803 | $6,841+189.5% | $6,419+208.5% | $4,299+360.6% |
| Participant deferral / active EE | $13,638 | $9,865+38.3% | $9,331+46.2% | $6,507+109.6% |
| Admin fee / account holder | $3,941 | $17,692-77.7% | $16,305-75.8% | $12,624-68.8% |