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 | $478,424 | $197,591+142.1% | $177,821+169.0% | $158,922+201.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.42% | 58.76%-46.3pp | 48.32%-35.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,904 | $6,697-71.6% | $5,918-67.8% | $4,761-60.0% |
| Participant deferral / active EE | $14,638 | $8,405+74.2% | $7,714+89.8% | $5,982+144.7% |
| Admin fee / account holder | $3,296 | $15,399-78.6% | $12,427-73.5% | $11,246-70.7% |