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 | $322,050 | $159,602+101.8% | $150,045+114.6% | $142,382+126.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,936 | $4,961-20.7% | $4,693-16.1% | $4,299-8.5% |
| Participant deferral / active EE | $12,008 | $8,310+44.5% | $7,997+50.2% | $6,507+84.5% |
| Admin fee / account holder | $59,497 | $14,846+300.7% | $13,435+342.9% | $12,624+371.3% |