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 | $456,591 | $100,773+353.1% | $88,946+413.3% | $142,382+220.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.35% | 70.18%-49.8pp | 57.82%-37.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,516 | $2,918+89.1% | $2,555+115.9% | $4,299+28.3% |
| Participant deferral / active EE | $3,677 | $5,230-29.7% | $4,581-19.7% | $6,507-43.5% |
| Admin fee / account holder | $14,703 | $9,693+51.7% | $8,261+78.0% | $12,624+16.5% |