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 | $386,245 | $179,726+114.9% | $156,263+147.2% | $142,382+171.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.95% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,559 | $5,069-49.5% | $4,333-40.9% | $4,299-40.5% |
| Participant deferral / active EE | $13,050 | $6,956+87.6% | $6,158+111.9% | $6,507+100.5% |
| Admin fee / account holder | $22,313 | $17,272+29.2% | $14,255+56.5% | $12,624+76.8% |