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 | $451,679 | $175,202+157.8% | $149,673+201.8% | $139,434+223.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.04% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,918 | $5,474-28.4% | $4,818-18.7% | $4,751-17.5% |
| Participant deferral / active EE | $7,801 | $6,519+19.7% | $5,680+37.3% | $6,710+16.3% |
| Admin fee / account holder | $9,265 | $16,150-42.6% | $13,210-29.9% | $11,403-18.7% |