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 | $485,335 | $179,726+170.0% | $156,263+210.6% | $142,382+240.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 29.45% | 77.86%-48.4pp | 59.47%-30.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $5,619 | $5,069+10.8% | $4,333+29.7% | $4,299+30.7% |
| Participant deferral / active EE | $6,900 | $6,956-0.8% | $6,158+12.0% | $6,507+6.0% |
| Admin fee / account holder | $5,239 | $17,272-69.7% | $14,255-63.2% | $12,624-58.5% |