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 | $474,259 | $179,726+163.9% | $156,263+203.5% | $142,382+233.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.16% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,559 | $5,069+29.4% | $4,333+51.4% | $4,299+52.6% |
| Participant deferral / active EE | $3,324 | $6,956-52.2% | $6,158-46.0% | $6,507-48.9% |
| Admin fee / account holder | $101,311 | $17,272+486.6% | $14,255+610.7% | $12,624+702.5% |