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 | $424,201 | $177,572+138.9% | $154,803+174.0% | $142,382+197.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.55% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,858 | $4,810-61.4% | $4,305-56.8% | $4,299-56.8% |
| Participant deferral / active EE | $7,829 | $6,272+24.8% | $5,540+41.3% | $6,507+20.3% |
| Admin fee / account holder | $18,593 | $16,786+10.8% | $14,329+29.8% | $12,624+47.3% |