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 | $300,644 | $179,726+67.3% | $156,263+92.4% | $142,382+111.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.39% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $8,743 | $5,069+72.5% | $4,333+101.8% | $4,299+103.4% |
| Participant deferral / active EE | $5,174 | $6,956-25.6% | $6,158-16.0% | $6,507-20.5% |
| Admin fee / account holder | $1,666 | $17,272-90.4% | $14,255-88.3% | $12,624-86.8% |