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 | $659,103 | $100,773+554.0% | $88,946+641.0% | $142,382+362.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.37% | 70.18%-54.8pp | 57.82%-42.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,379 | $2,918+15.8% | $2,555+32.3% | $4,299-21.4% |
| Participant deferral / active EE | $17,529 | $5,230+235.1% | $4,581+282.6% | $6,507+169.4% |
| Admin fee / account holder | $313 | $9,693-96.8% | $8,261-96.2% | $12,624-97.5% |