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 | $450,770 | $197,591+128.1% | $177,821+153.5% | $158,922+183.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.29% | 58.76%-35.5pp | 48.32%-25.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $21,680 | $6,697+223.7% | $5,918+266.3% | $4,761+355.4% |
| Participant deferral / active EE | $26,000 | $8,405+209.3% | $7,714+237.0% | $5,982+334.6% |
| Admin fee / account holder | $2,414 | $15,399-84.3% | $12,427-80.6% | $11,246-78.5% |