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 | $482,178 | $159,602+202.1% | $150,045+221.4% | $142,382+238.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.16% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,062 | $4,961+123.0% | $4,693+135.7% | $4,299+157.3% |
| Participant deferral / active EE | $15,644 | $8,310+88.3% | $7,997+95.6% | $6,507+140.4% |
| Admin fee / account holder | $3,846 | $14,846-74.1% | $13,435-71.4% | $12,624-69.5% |