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 | $453,222 | $175,202+158.7% | $149,673+202.8% | $139,434+225.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.57% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,602 | $5,474-52.5% | $4,818-46.0% | $4,751-45.2% |
| Participant deferral / active EE | $7,375 | $6,519+13.1% | $5,680+29.8% | $6,710+9.9% |
| Admin fee / account holder | $3,316 | $16,150-79.5% | $13,210-74.9% | $11,403-70.9% |