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 | $387,678 | $148,534+161.0% | $135,903+185.3% | $139,434+178.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.87% | 79.19%-63.3pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $6,718 | $5,243+28.1% | $4,856+38.3% | $4,751+41.4% |
| Participant deferral / active EE | $21,214 | $8,100+161.9% | $7,758+173.5% | $6,710+216.1% |
| Admin fee / account holder | $3,352 | $12,400-73.0% | $10,762-68.9% | $11,403-70.6% |