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 | $544,278 | $214,378+153.9% | $200,582+171.3% | $142,382+282.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.82% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $8,340 | $6,841+21.9% | $6,419+29.9% | $4,299+94.0% |
| Participant deferral / active EE | $12,170 | $9,865+23.4% | $9,331+30.4% | $6,507+87.0% |
| Admin fee / account holder | $878 | $17,692-95.0% | $16,305-94.6% | $12,624-93.0% |