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 | $508,967 | $179,726+183.2% | $156,263+225.7% | $142,382+257.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.63% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $8,238 | $5,069+62.5% | $4,333+90.1% | $4,299+91.6% |
| Participant deferral / active EE | $6,840 | $6,956-1.7% | $6,158+11.1% | $6,507+5.1% |
| Admin fee / account holder | $19,970 | $17,272+15.6% | $14,255+40.1% | $12,624+58.2% |