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 | $424,285 | $159,602+165.8% | $150,045+182.8% | $142,382+198.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.96% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,260 | $4,961-34.3% | $4,693-30.5% | $4,299-24.2% |
| Participant deferral / active EE | $12,397 | $8,310+49.2% | $7,997+55.0% | $6,507+90.5% |
| Admin fee / account holder | $15,241 | $14,846+2.7% | $13,435+13.4% | $12,624+20.7% |