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 | $469,251 | $214,378+118.9% | $200,582+133.9% | $142,382+229.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.38% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,505 | $6,841-4.9% | $6,419+1.3% | $4,299+51.3% |
| Participant deferral / active EE | $22,695 | $9,865+130.1% | $9,331+143.2% | $6,507+248.8% |
| Admin fee / account holder | $7,033 | $17,692-60.2% | $16,305-56.9% | $12,624-44.3% |