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 | $431,689 | $179,726+140.2% | $156,263+176.3% | $142,382+203.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.50% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $11,515 | $5,069+127.2% | $4,333+165.7% | $4,299+167.8% |
| Participant deferral / active EE | $10,171 | $6,956+46.2% | $6,158+65.2% | $6,507+56.3% |
| Admin fee / account holder | $8,233 | $17,272-52.3% | $14,255-42.2% | $12,624-34.8% |