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 | $355,442 | $201,272+76.6% | $184,203+93.0% | $145,922+143.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.19% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $7,881 | $7,022+12.2% | $6,427+22.6% | $4,660+69.1% |
| Participant deferral / active EE | $15,639 | $9,806+59.5% | $9,131+71.3% | $6,688+133.8% |
| Admin fee / account holder | $1,779 | $16,364-89.1% | $13,901-87.2% | $13,397-86.7% |