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 | $516,622 | $177,572+190.9% | $154,803+233.7% | $142,382+262.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.13% | 65.07%-49.9pp | 58.88%-43.8pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,445 | $4,810-49.2% | $4,305-43.2% | $4,299-43.1% |
| Participant deferral / active EE | $6,669 | $6,272+6.3% | $5,540+20.4% | $6,507+2.5% |
| Admin fee / account holder | $3,309 | $16,786-80.3% | $14,329-76.9% | $12,624-73.8% |