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 | $313,201 | $159,602+96.2% | $150,045+108.7% | $142,382+120.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.16% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,820 | $4,961-2.8% | $4,693+2.7% | $4,299+12.1% |
| Participant deferral / active EE | $19,430 | $8,310+133.8% | $7,997+143.0% | $6,507+198.6% |
| Admin fee / account holder | $67,544 | $14,846+355.0% | $13,435+402.8% | $12,624+435.1% |