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 | $439,984 | $214,378+105.2% | $200,582+119.4% | $142,382+209.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.98% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $11,227 | $6,841+64.1% | $6,419+74.9% | $4,299+161.1% |
| Participant deferral / active EE | $15,788 | $9,865+60.0% | $9,331+69.2% | $6,507+142.6% |
| Admin fee / account holder | $8,639 | $17,692-51.2% | $16,305-47.0% | $12,624-31.6% |