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 | $391,597 | $179,726+117.9% | $156,263+150.6% | $142,382+175.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.78% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,142 | $5,069+1.4% | $4,333+18.7% | $4,299+19.6% |
| Participant deferral / active EE | $2,979 | $6,956-57.2% | $6,158-51.6% | $6,507-54.2% |
| Admin fee / account holder | $1,256 | $17,272-92.7% | $14,255-91.2% | $12,624-90.0% |