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 | $402,715 | $197,591+103.8% | $177,821+126.5% | $158,922+153.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.18% | 58.76%-37.6pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $18,804 | $6,697+180.8% | $5,918+217.7% | $4,761+295.0% |
| Participant deferral / active EE | $10,664 | $8,405+26.9% | $7,714+38.2% | $5,982+78.3% |
| Admin fee / account holder | $2,215 | $15,399-85.6% | $12,427-82.2% | $11,246-80.3% |