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 | $467,725 | $159,602+193.1% | $150,045+211.7% | $142,382+228.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,934 | $4,961-40.9% | $4,693-37.5% | $4,299-31.8% |
| Participant deferral / active EE | $7,784 | $8,310-6.3% | $7,997-2.7% | $6,507+19.6% |
| Admin fee / account holder | $4,525 | $14,846-69.5% | $13,435-66.3% | $12,624-64.2% |