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 | $438,622 | $154,117+184.6% | $129,995+237.4% | $139,434+214.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.02% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $6,657 | $5,289+25.9% | $4,320+54.1% | $4,751+40.1% |
| Participant deferral / active EE | $19,951 | $6,710+197.3% | $5,820+242.8% | $6,710+197.3% |
| Admin fee / account holder | $7,200 | $14,007-48.6% | $10,614-32.2% | $11,403-36.9% |