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 | $404,432 | $177,572+127.8% | $154,803+161.3% | $142,382+184.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.57% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,673 | $4,810-65.2% | $4,305-61.1% | $4,299-61.1% |
| Participant deferral / active EE | $4,629 | $6,272-26.2% | $5,540-16.5% | $6,507-28.9% |
| Admin fee / account holder | $8,841 | $16,786-47.3% | $14,329-38.3% | $12,624-30.0% |